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 | $106,257 | $201,272-47.2% | $184,203-42.3% | $145,922-27.2% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.4pp |
| Annual return | 12.17% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,853 | $7,022-59.4% | $6,427-55.6% | $4,660-38.8% |
| Participant deferral / active EE | $4,951 | $9,806-49.5% | $9,131-45.8% | $6,688-26.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |