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 | $79,800 | $76,000+5.0% | $154,107-48.2% | $64,186+24.3% |
| Participation rate | 42.4% | 70.4%-28.0pp | 83.0%-40.6pp | 69.6%-27.1pp |
| Annual return | 6.44% | 30.32%-23.9pp | 735.12%-728.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $1,564 | $3,351-53.3% | $5,298-70.5% | $2,381-34.3% |
| Participant deferral / active EE | $1,976 | $3,175-37.8% | $5,081-61.1% | $3,470-43.0% |
| Admin fee / account holder | $111 | $5,596-98.0% | $13,411-99.2% | $4,888-97.7% |