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 | $130,821 | $180,449-27.5% | $154,107-15.1% | $135,375-3.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 9.63% | 888.09%-878.5pp | 735.12%-725.5pp | 519.73%-510.1pp |
| Employer contribution / active EE | $2,000 | $6,035-66.9% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $7,472 | $5,806+28.7% | $5,081+47.1% | $5,609+33.2% |
| Admin fee / account holder | $80 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |