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 | $101,918 | $198,466-48.6% | $170,442-40.2% | $147,584-30.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 16.96% | 257.29%-240.3pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,727 | $6,184-72.1% | $5,433-68.2% | $4,876-64.6% |
| Participant deferral / active EE | $3,993 | $5,629-29.1% | $4,939-19.2% | $5,439-26.6% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |