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 | $75,794 | $72,396+4.7% | $67,511+12.3% | $145,959-48.1% |
| Participation rate | 64.7% | 76.9%-12.2pp | 72.9%-8.2pp | 80.3%-15.6pp |
| Annual return | 14.49% | 7194.07%-7179.6pp | 3517.41%-3502.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,933 | $3,071-4.5% | $2,733+7.3% | $4,661-37.1% |
| Participant deferral / active EE | $3,184 | $4,781-33.4% | $4,000-20.4% | $6,689-52.4% |
| Admin fee / account holder | $56 | $5,538-99.0% | $3,999-98.6% | $13,398-99.6% |