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 | $172,370 | $152,587+13.0% | $125,175+37.7% | $152,861+12.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 19.17% | 54.84%-35.7pp | 43.79%-24.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,233 | $4,946-54.8% | $3,865-42.2% | $4,762-53.1% |
| Participant deferral / active EE | $5,774 | $5,868-1.6% | $4,937+17.0% | $5,850-1.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |