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 | $87,606 | $84,233+4.0% | $170,442-48.6% | $70,131+24.9% |
| Participation rate | 46.4% | 70.8%-24.4pp | 83.6%-37.2pp | 69.5%-23.1pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,389 | $3,387-59.0% | $5,433-74.4% | $2,342-40.7% |
| Participant deferral / active EE | $2,590 | $3,086-16.1% | $4,939-47.6% | $3,332-22.3% |
| Admin fee / account holder | $27 | $5,698-99.5% | $13,880-99.8% | $4,645-99.4% |