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 | $87,165 | $90,348-3.5% | $75,972+14.7% | $145,922-40.3% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 10.33% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $902 | $3,311-72.8% | $2,685-66.4% | $4,660-80.6% |
| Participant deferral / active EE | $1,313 | $5,162-74.6% | $4,255-69.2% | $6,688-80.4% |
| Admin fee / account holder | $212 | $8,467-97.5% | $6,467-96.7% | $13,397-98.4% |