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 | $70,361 | $232,540-69.7% | $185,117-62.0% | $147,584-52.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,614 | $5,195-49.7% | $4,182-37.5% | $4,876-46.4% |
| Participant deferral / active EE | $7,843 | $5,834+34.4% | $5,045+55.5% | $5,439+44.2% |
| Admin fee / account holder | $138 | $10,275-98.7% | $8,159-98.3% | $10,885-98.7% |