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 | $95,004 | $95,971-1.0% | $74,550+27.4% | $135,375-29.8% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | 0.40% | 56.96%-56.6pp | 32.53%-32.1pp | 519.73%-519.3pp |
| Employer contribution / active EE | $971 | $2,716-64.3% | $1,961-50.5% | $4,779-79.7% |
| Participant deferral / active EE | $1,009 | $3,843-73.7% | $3,108-67.5% | $5,609-82.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |