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 | $70,657 | $88,751-20.4% | $81,812-13.6% | $145,922-51.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.30% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,552 | $3,083-49.7% | $2,912-46.7% | $4,660-66.7% |
| Participant deferral / active EE | $2,661 | $4,643-42.7% | $4,319-38.4% | $6,688-60.2% |
| Admin fee / account holder | $102 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |