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 3-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 | $96,542 | $111,814-13.7% | $93,654+3.1% | $145,959-33.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 21.14% | 203.30%-182.2pp | 133.34%-112.2pp | 561.95%-540.8pp |
| Employer contribution / active EE | $576 | $3,092-81.4% | $2,421-76.2% | $4,661-87.6% |
| Participant deferral / active EE | $12,200 | $4,914+148.2% | $4,413+176.5% | $6,689+82.4% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |