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 | $127,989 | $180,449-29.1% | $154,107-16.9% | $135,375-5.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.45% | 888.09%-887.6pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $3,730 | $6,035-38.2% | $5,298-29.6% | $4,779-21.9% |
| Participant deferral / active EE | $8,184 | $5,806+41.0% | $5,081+61.1% | $5,609+45.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |