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 | $120,731 | $165,335-27.0% | $149,696-19.3% | $158,922-24.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.76% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,097 | $5,103-58.9% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $9,155 | $7,181+27.5% | $6,842+33.8% | $5,982+53.0% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |