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 | $63,474 | $109,817-42.2% | $98,442-35.5% | $167,490-62.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.57% | 1956.69%-1943.1pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,093 | $3,224-66.1% | $2,960-63.1% | $4,837-77.4% |
| Participant deferral / active EE | $5,555 | $4,673+18.9% | $4,276+29.9% | $6,341-12.4% |
| Admin fee / account holder | $70 | $6,753-99.0% | $5,949-98.8% | $12,309-99.4% |