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 | $105,195 | $104,251+0.9% | $91,001+15.6% | $147,584-28.7% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 9.66% | 27.06%-17.4pp | 4.60%+5.1pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,132 | $3,116-63.7% | $2,456-53.9% | $4,876-76.8% |
| Participant deferral / active EE | $5,553 | $4,195+32.4% | $3,547+56.5% | $5,439+2.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |