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 | $104,340 | $124,425-16.1% | $112,040-6.9% | $137,256-24.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 13.98% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,019 | $3,411-70.1% | $2,954-65.5% | $4,156-75.5% |
| Participant deferral / active EE | $2,739 | $5,718-52.1% | $5,098-46.3% | $6,407-57.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |