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 | $84,896 | $106,890-20.6% | $84,015+1.0% | $152,861-44.5% |
| Participation rate | 65.2% | 75.2%-10.0pp | 69.0%-3.8pp | 82.4%-17.2pp |
| Annual return | 24.71% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,147 | $4,011-21.6% | $3,239-2.8% | $5,850-46.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |