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 | $90,893 | $93,571-2.9% | $135,903-33.1% | $75,163+20.9% |
| Participation rate | 44.8% | 75.2%-30.4pp | 81.9%-37.1pp | 67.2%-22.4pp |
| Annual return | 32.84% | 30.90%+1.9pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $901 | $3,537-74.5% | $4,856-81.4% | $2,670-66.2% |
| Participant deferral / active EE | $3,898 | $6,404-39.1% | $7,758-49.8% | $4,125-5.5% |
| Admin fee / account holder | $33 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |