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 | $75,930 | $115,770-34.4% | $101,248-25.0% | $158,922-52.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.29% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,321 | $4,175-68.4% | $3,660-63.9% | $4,761-72.3% |
| Participant deferral / active EE | $9,189 | $4,957+85.4% | $4,370+110.3% | $5,982+53.6% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |