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 | $109,079 | $197,825-44.9% | $155,790-30.0% | $125,391-13.0% |
| Participation rate | 31.6% | 82.1%-50.5pp | 76.1%-44.5pp | 83.2%-51.6pp |
| Annual return | 2.05% | 86.74%-84.7pp | 71.54%-69.5pp | 282.22%-280.2pp |
| Employer contribution / active EE | $616 | $4,847-87.3% | $3,836-83.9% | $4,866-87.3% |
| Participant deferral / active EE | $2,245 | $5,630-60.1% | $4,797-53.2% | $5,352-58.0% |
| Admin fee / account holder | $50 | $9,545-99.5% | $7,478-99.3% | $9,540-99.5% |