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 | $142,466 | $127,065+12.1% | $113,168+25.9% | $142,382+0.1% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 15.79% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,154 | $3,442-66.5% | $2,975-61.2% | $4,299-73.1% |
| Participant deferral / active EE | $3,445 | $5,716-39.7% | $5,107-32.5% | $6,507-47.1% |
| Admin fee / account holder | $25 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |