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 | $108,104 | $157,256-31.3% | $141,162-23.4% | $152,861-29.3% |
| Participation rate | 42.1% | 84.8%-42.7pp | 82.5%-40.4pp | 82.4%-40.3pp |
| Annual return | 25.25% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,394 | $5,261-73.5% | $4,735-70.6% | $4,762-70.7% |
| Participant deferral / active EE | $4,112 | $7,109-42.2% | $6,709-38.7% | $5,850-29.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |