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 | $94,531 | $102,382-7.7% | $147,005-35.7% | $80,874+16.9% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 18.14% | 134.89%-116.8pp | 418.76%-400.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $2,232 | $3,715-39.9% | $4,934-54.8% | $2,756-19.0% |
| Participant deferral / active EE | $4,757 | $6,646-28.4% | $8,070-41.1% | $4,297+10.7% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |