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 | $85,013 | $100,852-15.7% | $90,404-6.0% | $158,922-46.5% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 11.33% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $305 | $3,689-91.7% | $3,262-90.6% | $4,761-93.6% |
| Participant deferral / active EE | $3,813 | $4,348-12.3% | $3,963-3.8% | $5,982-36.3% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |