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 5-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 | $89,184 | $114,381-22.0% | $107,525-17.1% | $142,382-37.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.33% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,456 | $4,015-63.7% | $3,754-61.2% | $4,299-66.1% |
| Participant deferral / active EE | $11,993 | $5,564+115.5% | $5,116+134.4% | $6,507+84.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |