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 | $159,774 | $144,119+10.9% | $117,854+35.6% | $147,584+8.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 12.36% | 531.15%-518.8pp | 335.08%-322.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,000 | $4,896+2.1% | $3,786+32.1% | $4,876+2.5% |
| Participant deferral / active EE | $3,661 | $5,316-31.1% | $4,482-18.3% | $5,439-32.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |