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 | $97,548 | $104,664-6.8% | $85,682+13.8% | $167,490-41.8% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 17.40% | 21.45%-4.0pp | 21.49%-4.1pp | 478.56%-461.2pp |
| Employer contribution / active EE | $896 | $3,337-73.1% | $2,618-65.8% | $4,837-81.5% |
| Participant deferral / active EE | $8,049 | $4,824+66.8% | $3,923+105.2% | $6,341+26.9% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |