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 | $135,578 | $232,540-41.7% | $185,117-26.8% | $147,584-8.1% |
| Participation rate | 69.6% | 82.4%-12.8pp | 77.3%-7.7pp | 82.8%-13.3pp |
| Annual return | 18.75% | 43.03%-24.3pp | 40.50%-21.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,210 | $5,195-57.5% | $4,182-47.1% | $4,876-54.7% |
| Participant deferral / active EE | $4,575 | $5,834-21.6% | $5,045-9.3% | $5,439-15.9% |
| Admin fee / account holder | $40 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |