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 | $146,792 | $81,632+79.8% | $70,449+108.4% | $158,922-7.6% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 59.67% | 208.40%-148.7pp | 109.03%-49.4pp | 302.83%-243.2pp |
| Employer contribution / active EE | $1,614 | $3,217-49.8% | $2,737-41.0% | $4,761-66.1% |
| Participant deferral / active EE | $2,090 | $4,554-54.1% | $3,709-43.6% | $5,982-65.1% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.4% | $11,246-99.5% |