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 6-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 | $91,909 | $123,909-25.8% | $69,647+32.0% | $145,922-37.0% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.5%-41.5pp | 80.3%-55.3pp |
| Annual return | 10.40% | 190.55%-180.1pp | 100.48%-90.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $845 | $2,682-68.5% | $1,712-50.6% | $4,660-81.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $120 | $7,863-98.5% | $4,713-97.5% | $13,397-99.1% |