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 | $78,870 | $103,376-23.7% | $87,100-9.4% | $152,861-48.4% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.9%-11.9pp | 82.4%-17.4pp |
| Annual return | 17.65% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,512 | $3,220-53.1% | $2,521-40.0% | $4,762-68.3% |
| Participant deferral / active EE | $3,598 | $4,778-24.7% | $4,049-11.1% | $5,850-38.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |