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 | $89,906 | $83,337+7.9% | $67,834+32.5% | $273,961-67.2% |
| Participation rate | 41.7% | 76.4%-34.8pp | 68.8%-27.1pp | 83.0%-41.3pp |
| Annual return | 8.15% | 259.45%-251.3pp | 138.47%-130.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,611 | $3,287-51.0% | $2,403-33.0% | $4,869-66.9% |
| Participant deferral / active EE | $4,274 | $4,088+4.5% | $3,160+35.3% | $5,287-19.2% |
| Admin fee / account holder | $75 | $6,752-98.9% | $4,622-98.4% | $10,132-99.3% |