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 | $87,768 | $112,096-21.7% | $95,952-8.5% | $158,922-44.8% |
| Participation rate | 56.3% | 79.0%-22.7pp | 77.1%-20.8pp | 82.0%-25.7pp |
| Annual return | 25.48% | 171.09%-145.6pp | 91.61%-66.1pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,134 | $3,198-64.5% | $2,541-55.4% | $4,761-76.2% |
| Participant deferral / active EE | $3,785 | $4,784-20.9% | $4,167-9.2% | $5,982-36.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |