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 | $91,821 | $104,907-12.5% | $84,611+8.5% | $152,861-39.9% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 10.39% | 373.79%-363.4pp | 258.74%-248.3pp | 345.32%-334.9pp |
| Employer contribution / active EE | $294 | $3,302-91.1% | $2,652-88.9% | $4,762-93.8% |
| Participant deferral / active EE | $2,414 | $4,688-48.5% | $3,899-38.1% | $5,850-58.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |