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 | $103,269 | $72,071+43.3% | $68,368+51.1% | $137,256-24.8% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.8%-44.3pp | 80.0%-50.5pp |
| Annual return | 13.42% | 353.14%-339.7pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,055 | $2,788-62.2% | $2,649-60.2% | $4,156-74.6% |
| Participant deferral / active EE | $2,346 | $4,410-46.8% | $4,123-43.1% | $6,407-63.4% |
| Admin fee / account holder | $153 | $5,336-97.1% | $5,150-97.0% | $12,270-98.8% |