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 | $90,167 | $112,881-20.1% | $90,951-0.9% | $158,922-43.3% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 8.19% | 215.79%-207.6pp | 134.60%-126.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,119 | $2,893-61.3% | $2,122-47.3% | $4,761-76.5% |
| Participant deferral / active EE | $2,491 | $4,128-39.7% | $3,373-26.2% | $5,982-58.4% |
| Admin fee / account holder | $214 | $8,041-97.3% | $5,959-96.4% | $11,246-98.1% |