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 | $141,998 | $110,257+28.8% | $96,544+47.1% | $139,434+1.8% |
| Participation rate | 30.8% | 78.1%-47.3pp | 76.0%-45.2pp | 80.3%-49.5pp |
| Annual return | 15.82% | 26.32%-10.5pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,327 | $3,620-63.3% | $2,965-55.2% | $4,751-72.1% |
| Participant deferral / active EE | $5,075 | $5,548-8.5% | $4,851+4.6% | $6,710-24.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |