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 | $80,526 | $114,381-29.6% | $107,525-25.1% | $142,382-43.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.02% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,657 | $4,015-58.7% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $4,226 | $5,564-24.0% | $5,116-17.4% | $6,507-35.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |