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 | $101,944 | $51,576+97.7% | $129,207-21.1% | $80,856+26.1% |
| Participation rate | 44.4% | 57.0%-12.5pp | 69.6%-25.2pp | 67.6%-23.2pp |
| Annual return | 14.72% | 20.81%-6.1pp | 9417.33%-9402.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,387 | $1,584-12.4% | $4,153-66.6% | $2,755-49.7% |
| Participant deferral / active EE | $4,056 | $2,669+52.0% | $4,168-2.7% | $4,296-5.6% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |