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 | $79,315 | $105,931-25.1% | $81,930-3.2% | $158,922-50.1% |
| Participation rate | 12.5% | 75.6%-63.1pp | 72.0%-59.5pp | 82.0%-69.5pp |
| Annual return | 21.12% | 38.17%-17.1pp | 29.49%-8.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $401 | $7,800-94.9% | $4,310-90.7% | $4,761-91.6% |
| Participant deferral / active EE | $1,001 | $13,003-92.3% | $7,107-85.9% | $5,982-83.3% |
| Admin fee / account holder | $30 | $8,489-99.6% | $5,158-99.4% | $11,246-99.7% |