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 | $73,842 | $202,432-63.5% | $169,368-56.4% | $139,434-47.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 11.63% | 531.74%-520.1pp | 405.60%-394.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,419 | $4,692-69.8% | $4,013-64.6% | $4,751-70.1% |
| Participant deferral / active EE | $6,162 | $6,938-11.2% | $6,221-1.0% | $6,710-8.2% |
| Admin fee / account holder | $60 | $10,708-99.4% | $9,003-99.3% | $11,403-99.5% |