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 | $86,388 | $100,852-14.3% | $90,404-4.4% | $158,922-45.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.77% | 1724.20%-1713.4pp | 1293.02%-1282.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,040 | $3,689-71.8% | $3,262-68.1% | $4,761-78.2% |
| Participant deferral / active EE | $3,900 | $4,348-10.3% | $3,963-1.6% | $5,982-34.8% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |