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 | $87,349 | $105,931-17.5% | $81,930+6.6% | $158,922-45.0% |
| Participation rate | 44.4% | 75.6%-31.2pp | 72.0%-27.6pp | 82.0%-37.5pp |
| Annual return | 21.31% | 38.17%-16.9pp | 29.49%-8.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $333 | $7,800-95.7% | $4,310-92.3% | $4,761-93.0% |
| Participant deferral / active EE | $6,509 | $13,003-49.9% | $7,107-8.4% | $5,982+8.8% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |