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 | $81,026 | $99,020-18.2% | $86,590-6.4% | $147,584-45.1% |
| Participation rate | 54.2% | 76.3%-22.2pp | 73.5%-19.4pp | 82.8%-28.7pp |
| Annual return | 15.55% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,585 | $3,972-9.8% | $3,609-0.7% | $5,439-34.1% |
| Admin fee / account holder | $62 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |