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 | $82,071 | $112,096-26.8% | $95,952-14.5% | $158,922-48.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 10.01% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,767 | $3,198-44.7% | $2,541-30.4% | $4,761-62.9% |
| Participant deferral / active EE | $4,418 | $4,784-7.6% | $4,167+6.0% | $5,982-26.1% |
| Admin fee / account holder | $30 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |