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 | $99,783 | $232,540-57.1% | $185,117-46.1% | $147,584-32.4% |
| Participation rate | 64.3% | 82.4%-18.1pp | 77.3%-13.0pp | 82.8%-18.5pp |
| Annual return | 13.65% | 43.03%-29.4pp | 40.50%-26.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,163 | $5,195-77.6% | $4,182-72.2% | $4,876-76.2% |
| Participant deferral / active EE | $4,732 | $5,834-18.9% | $5,045-6.2% | $5,439-13.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |