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 | $116,450 | $102,604+13.5% | $86,188+35.1% | $139,434-16.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 11.80% | 1922.51%-1910.7pp | 1168.45%-1156.7pp | 372.94%-361.1pp |
| Employer contribution / active EE | $852 | $3,032-71.9% | $2,380-64.2% | $4,751-82.1% |
| Participant deferral / active EE | $2,750 | $4,676-41.2% | $3,985-31.0% | $6,710-59.0% |
| Admin fee / account holder | $15 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |