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 | $94,855 | $97,757-3.0% | $83,848+13.1% | $135,375-29.9% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | 1.94% | 1287.37%-1285.4pp | 850.88%-848.9pp | 519.73%-517.8pp |
| Employer contribution / active EE | $1,280 | $4,222-69.7% | $3,631-64.7% | $4,779-73.2% |
| Participant deferral / active EE | $3,644 | $4,682-22.2% | $4,082-10.7% | $5,609-35.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |