See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,485 | $93,346+16.2% | $71,796+51.1% | $273,961-60.4% |
| Participation rate | 47.6% | 76.5%-28.9pp | 69.1%-21.5pp | 83.0%-35.4pp |
| Annual return | 6.65% | 130.39%-123.7pp | 78.04%-71.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $569 | $2,733-79.2% | $1,924-70.4% | $4,869-88.3% |
| Participant deferral / active EE | $3,486 | $3,475+0.3% | $2,794+24.8% | $5,287-34.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |