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 | $88,469 | $107,934-18.0% | $91,989-3.8% | $152,861-42.1% |
| Participation rate | 20.0% | 81.2%-61.2pp | 78.6%-58.6pp | 82.4%-62.4pp |
| Annual return | 28.32% | 89.24%-60.9pp | 69.02%-40.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $831 | $4,210-80.3% | $3,452-75.9% | $4,762-82.5% |
| Participant deferral / active EE | $3,325 | $6,364-47.7% | $5,923-43.9% | $5,850-43.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |