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 | $98,527 | $104,974-6.1% | $95,585+3.1% | $142,382-30.8% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 19.02% | 210.33%-191.3pp | 38.56%-19.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,370 | $2,779-50.7% | $2,527-45.8% | $4,299-68.1% |
| Participant deferral / active EE | $3,333 | $4,352-23.4% | $4,023-17.1% | $6,507-48.8% |
| Admin fee / account holder | $5 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |