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 | $95,009 | $104,907-9.4% | $84,611+12.3% | $152,861-37.8% |
| Participation rate | 69.2% | 74.8%-5.6pp | 68.2%+1.0pp | 82.4%-13.2pp |
| Annual return | 22.44% | 373.79%-351.4pp | 258.74%-236.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,686 | $3,302-48.9% | $2,652-36.4% | $4,762-64.6% |
| Participant deferral / active EE | $5,873 | $4,688+25.3% | $3,899+50.7% | $5,850+0.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |