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 | $53,385 | $58,694-9.0% | $142,863-62.6% | $85,850-37.8% |
| Participation rate | 69.2% | 58.5%+10.8pp | 71.9%-2.7pp | 69.3%-0.1pp |
| Annual return | 22.13% | 27.72%-5.6pp | 5637.54%-5615.4pp | 318.53%-296.4pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,512 | $2,607-3.7% | $3,837-34.5% | $3,952-36.4% |
| Admin fee / account holder | $13 | $4,239-99.7% | $6,560-99.8% | $6,260-99.8% |