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 | $90,675 | $91,037-0.4% | $71,671+26.5% | $147,584-38.6% |
| Participation rate | 20.0% | 76.1%-56.1pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | 22.46% | 20.48%+2.0pp | 20.65%+1.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $652 | $3,327-80.4% | $2,460-73.5% | $4,876-86.6% |
| Participant deferral / active EE | $1,487 | $4,498-66.9% | $3,438-56.7% | $5,439-72.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |