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 | $91,165 | $169,032-46.1% | $129,207-29.4% | $145,922-37.5% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 11.88% | 14330.11%-14318.2pp | 9417.33%-9405.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,380 | $5,537-75.1% | $4,153-66.8% | $4,660-70.4% |
| Participant deferral / active EE | $2,922 | $4,987-41.4% | $4,168-29.9% | $6,688-56.3% |
| Admin fee / account holder | $69 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |