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 | $109,516 | $78,694+39.2% | $67,652+61.9% | $125,391-12.7% |
| Participation rate | 65.2% | 78.8%-13.6pp | 75.7%-10.4pp | 83.2%-18.0pp |
| Annual return | 5.53% | 9.46%-3.9pp | 6625.04%-6619.5pp | 282.22%-276.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,515 | $4,292-18.1% | $3,560-1.2% | $5,352-34.3% |
| Admin fee / account holder | $14 | $7,403-99.8% | $4,821-99.7% | $9,540-99.9% |