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 | $105,841 | $107,334-1.4% | $92,893+13.9% | $152,861-30.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 16.87% | 145.58%-128.7pp | 109.41%-92.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,560 | $4,221-63.0% | $3,653-57.3% | $4,762-67.2% |
| Participant deferral / active EE | $2,340 | $4,845-51.7% | $4,236-44.8% | $5,850-60.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |