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 | $90,769 | $99,079-8.4% | $77,999+16.4% | $273,961-66.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.5%-35.5pp | 83.0%-43.0pp |
| Annual return | 6.26% | 217.93%-211.7pp | 425.96%-419.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,032 | $3,308-68.8% | $2,470-58.2% | $4,869-78.8% |
| Participant deferral / active EE | $1,923 | $4,306-55.3% | $3,497-45.0% | $5,287-63.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |