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 | $88,103 | $144,119-38.9% | $117,854-25.2% | $147,584-40.3% |
| Participation rate | 68.2% | 83.4%-15.2pp | 79.7%-11.5pp | 82.8%-14.6pp |
| Annual return | 16.44% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,732 | $5,316+26.6% | $4,482+50.2% | $5,439+23.8% |
| Admin fee / account holder | $271 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |