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 | $101,342 | $183,592-44.8% | $155,567-34.9% | $145,959-30.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 15.09% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,299 | $5,315-75.6% | $4,674-72.2% | $4,661-72.1% |
| Participant deferral / active EE | $3,775 | $6,464-41.6% | $5,628-32.9% | $6,689-43.6% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |