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 | $95,934 | $95,561+0.4% | $77,163+24.3% | $139,434-31.2% |
| Participation rate | 38.5% | 73.9%-35.5pp | 69.6%-31.1pp | 80.3%-41.9pp |
| Annual return | 14.94% | 54.92%-40.0pp | 37.87%-22.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,453 | $3,147-53.8% | $2,535-42.7% | $4,751-69.4% |
| Participant deferral / active EE | $1,453 | $4,624-68.6% | $3,833-62.1% | $6,710-78.3% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |