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 | $142,962 | $183,963-22.3% | $162,163-11.8% | $152,861-6.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 19.91% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $8,121 | $6,371+27.5% | $5,614+44.7% | $4,762+70.5% |
| Participant deferral / active EE | $11,926 | $8,034+48.5% | $7,298+63.4% | $5,850+103.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |