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 | $139,786 | $74,888+86.7% | $71,209+96.3% | $142,382-1.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 23.95% | 345.14%-321.2pp | 282.51%-258.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,244 | $2,854-56.4% | $2,721-54.3% | $4,299-71.1% |
| Participant deferral / active EE | $5,534 | $4,454+24.2% | $4,175+32.5% | $6,507-15.0% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |