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 | $69,076 | $159,901-56.8% | $146,958-53.0% | $145,922-52.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.26% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,441 | $5,286-72.7% | $4,933-70.8% | $4,660-69.1% |
| Participant deferral / active EE | $10,000 | $8,428+18.6% | $8,070+23.9% | $6,688+49.5% |
| Admin fee / account holder | $16 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |