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 | $130,718 | $198,466-34.1% | $170,442-23.3% | $147,584-11.4% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 20.02% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,454 | $6,184-76.5% | $5,433-73.2% | $4,876-70.2% |
| Participant deferral / active EE | $4,560 | $5,629-19.0% | $4,939-7.7% | $5,439-16.1% |
| Admin fee / account holder | $236 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |