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 | $107,754 | $88,710+21.5% | $81,783+31.8% | $145,959-26.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.6pp |
| Annual return | 11.94% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $981 | $3,083-68.2% | $2,913-66.3% | $4,661-79.0% |
| Participant deferral / active EE | $6,956 | $4,645+49.8% | $4,320+61.0% | $6,689+4.0% |
| Admin fee / account holder | $63 | $8,407-99.3% | $7,380-99.2% | $13,398-99.5% |