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 | $111,915 | $67,411+66.0% | $91,001+23.0% | $70,131+59.6% |
| Participation rate | 59.7% | 71.4%-11.7pp | 75.6%-15.9pp | 69.5%-9.9pp |
| Annual return | 19.05% | -40.16%+59.2pp | 4.60%+14.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $795 | $1,786-55.5% | $2,456-67.6% | $2,342-66.1% |
| Participant deferral / active EE | $3,679 | $2,823+30.3% | $3,547+3.7% | $3,332+10.4% |
| Admin fee / account holder | $73 | $4,236-98.3% | $5,417-98.6% | $4,645-98.4% |