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 | $87,465 | $99,020-11.7% | $86,590+1.0% | $147,584-40.7% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 24.11% | 1312.34%-1288.2pp | 964.84%-940.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $70 | $3,132-97.8% | $2,839-97.6% | $4,876-98.6% |
| Participant deferral / active EE | $1,099 | $3,972-72.3% | $3,609-69.5% | $5,439-79.8% |
| Admin fee / account holder | $87 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |