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 | $80,590 | $111,535-27.7% | $105,223-23.4% | $137,256-41.3% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 19.71% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,265 | $3,939-67.9% | $3,689-65.7% | $4,156-69.6% |
| Participant deferral / active EE | $1,636 | $5,500-70.3% | $5,072-67.7% | $6,407-74.5% |
| Admin fee / account holder | $5 | $9,721-99.9% | $8,859-99.9% | $12,270-100.0% |