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 | $90,538 | $98,750-8.3% | $149,696-39.5% | $79,858+13.4% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 14.36% | 27.43%-13.1pp | 276.60%-262.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,220 | $3,216-62.1% | $4,644-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $3,455 | $5,680-39.2% | $6,842-49.5% | $3,740-7.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |