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 | $91,836 | $99,020-7.3% | $86,590+6.1% | $147,584-37.8% |
| Participation rate | 35.3% | 76.3%-41.0pp | 73.5%-38.3pp | 82.8%-47.5pp |
| Annual return | 26.16% | 1312.34%-1286.2pp | 964.84%-938.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,123 | $3,132-64.2% | $2,839-60.5% | $4,876-77.0% |
| Participant deferral / active EE | $3,589 | $3,972-9.7% | $3,609-0.6% | $5,439-34.0% |
| Admin fee / account holder | $51 | $5,710-99.1% | $4,906-99.0% | $10,885-99.5% |