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 | $74,217 | $149,679-50.4% | $117,039-36.6% | $147,584-49.7% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 23.29% | 19.31%+4.0pp | 18.95%+4.3pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,060 | $4,937-78.5% | $3,785-72.0% | $4,876-78.3% |
| Participant deferral / active EE | $3,882 | $4,912-21.0% | $3,929-1.2% | $5,439-28.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |