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 | $90,768 | $157,256-42.3% | $141,162-35.7% | $152,861-40.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.4%-27.9pp |
| Annual return | 23.55% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,639 | $7,109-6.6% | $6,709-1.0% | $5,850+13.5% |
| Admin fee / account holder | $118 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |