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 | $84,557 | $103,376-18.2% | $87,100-2.9% | $152,861-44.7% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 25.59% | 28.10%-2.5pp | 28.19%-2.6pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,101 | $3,220-65.8% | $2,521-56.3% | $4,762-76.9% |
| Participant deferral / active EE | $4,921 | $4,778+3.0% | $4,049+21.5% | $5,850-15.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |