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 | $161,044 | $61,774+160.7% | $97,226+65.6% | $80,856+99.2% |
| Participation rate | 57.8% | 63.5%-5.7pp | 72.7%-14.9pp | 67.6%-9.9pp |
| Annual return | 25.87% | -557.90%+583.8pp | 75.13%-49.3pp | 35.59%-9.7pp |
| Employer contribution / active EE | $1,912 | $1,837+4.1% | $2,729-29.9% | $2,755-30.6% |
| Participant deferral / active EE | $4,284 | $3,029+41.4% | $4,264+0.5% | $4,296-0.3% |
| Admin fee / account holder | $83 | $5,166-98.4% | $5,654-98.5% | $6,918-98.8% |