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 | $139,585 | $185,200-24.6% | $142,863-2.3% | $167,490-16.7% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 12.06% | 8555.70%-8543.6pp | 5637.54%-5625.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $912 | $5,604-83.7% | $4,144-78.0% | $4,837-81.2% |
| Participant deferral / active EE | $7,071 | $4,494+57.3% | $3,837+84.3% | $6,341+11.5% |
| Admin fee / account holder | $257 | $8,031-96.8% | $6,560-96.1% | $12,309-97.9% |