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 | $79,729 | $118,849-32.9% | $96,562-17.4% | $167,490-52.4% |
| Participation rate | 52.9% | 75.5%-22.5pp | 69.8%-16.9pp | 82.1%-29.2pp |
| Annual return | 21.05% | 50.49%-29.4pp | 37.78%-16.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,779 | $4,616-61.5% | $3,849-53.8% | $6,341-71.9% |
| Admin fee / account holder | $108 | $8,065-98.7% | $6,181-98.2% | $12,309-99.1% |