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 | $117,536 | $83,337+41.0% | $67,834+73.3% | $273,961-57.1% |
| Participation rate | 65.0% | 76.4%-11.4pp | 68.8%-3.8pp | 83.0%-18.0pp |
| Annual return | 4.08% | 259.45%-255.4pp | 138.47%-134.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,584 | $3,287-51.8% | $2,403-34.1% | $4,869-67.5% |
| Participant deferral / active EE | $3,613 | $4,088-11.6% | $3,160+14.3% | $5,287-31.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |