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 | $79,619 | $102,382-22.2% | $147,005-45.8% | $80,874-1.6% |
| Participation rate | 53.6% | 75.8%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 13.36% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,329 | $3,715-64.2% | $4,934-73.1% | $2,756-51.8% |
| Participant deferral / active EE | $3,943 | $6,646-40.7% | $8,070-51.1% | $4,297-8.2% |
| Admin fee / account holder | $262 | $7,942-96.7% | $13,006-98.0% | $6,935-96.2% |