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 | $91,271 | $90,600+0.7% | $79,464+14.9% | $135,375-32.6% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | 9.94% | 977.43%-967.5pp | 718.14%-708.2pp | 519.73%-509.8pp |
| Employer contribution / active EE | $1,824 | $3,068-40.5% | $2,800-34.9% | $4,779-61.8% |
| Participant deferral / active EE | $5,891 | $4,050+45.4% | $3,704+59.0% | $5,609+5.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |