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 | $78,058 | $91,037-14.3% | $71,671+8.9% | $147,584-47.1% |
| Participation rate | 37.5% | 76.1%-38.6pp | 68.7%-31.2pp | 82.8%-45.3pp |
| Annual return | 21.74% | 20.48%+1.3pp | 20.65%+1.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,174 | $3,327-64.7% | $2,460-52.3% | $4,876-75.9% |
| Participant deferral / active EE | $1,467 | $4,498-67.4% | $3,438-57.3% | $5,439-73.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |