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 | $87,511 | $102,604-14.7% | $86,188+1.5% | $139,434-37.2% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.0%-16.0pp | 80.3%-27.4pp |
| Annual return | 24.42% | 1922.51%-1898.1pp | 1168.45%-1144.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,127 | $4,676-54.5% | $3,985-46.6% | $6,710-68.3% |
| Admin fee / account holder | $80 | $8,657-99.1% | $6,852-98.8% | $11,403-99.3% |