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 | $162,749 | $124,185+31.1% | $108,410+50.1% | $167,490-2.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 10.08% | 1379.64%-1369.6pp | 905.27%-895.2pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,946 | $4,187-29.6% | $3,558-17.2% | $4,837-39.1% |
| Participant deferral / active EE | $7,988 | $6,908+15.6% | $6,563+21.7% | $6,341+26.0% |
| Admin fee / account holder | $24 | $9,455-99.7% | $7,295-99.7% | $12,309-99.8% |