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 7-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 | $83,835 | $112,729-25.6% | $98,716-15.1% | $137,256-38.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 17.42% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,750 | $2,725-35.8% | $2,279-23.2% | $4,156-57.9% |
| Participant deferral / active EE | $3,500 | $4,640-24.6% | $4,048-13.5% | $6,407-45.4% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |