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 | $85,214 | $104,907-18.8% | $84,611+0.7% | $152,861-44.3% |
| Participation rate | 64.7% | 74.8%-10.1pp | 68.2%-3.5pp | 82.4%-17.7pp |
| Annual return | 13.13% | 373.79%-360.7pp | 258.74%-245.6pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,619 | $3,302-51.0% | $2,652-38.9% | $4,762-66.0% |
| Participant deferral / active EE | $4,414 | $4,688-5.8% | $3,899+13.2% | $5,850-24.6% |
| Admin fee / account holder | $12 | $6,241-99.8% | $4,912-99.8% | $11,596-99.9% |