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 | $149,320 | $169,161-11.7% | $129,295+15.5% | $145,959+2.3% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 12.11% | 14348.07%-14336.0pp | 9429.28%-9417.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,047 | $5,543-81.1% | $4,157-74.8% | $4,661-77.5% |
| Participant deferral / active EE | $7,402 | $4,989+48.4% | $4,169+77.5% | $6,689+10.7% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |