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 | $127,315 | $115,770+10.0% | $101,248+25.7% | $158,922-19.9% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 22.58% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $785 | $4,175-81.2% | $3,660-78.6% | $4,761-83.5% |
| Participant deferral / active EE | $5,476 | $4,957+10.5% | $4,370+25.3% | $5,982-8.5% |
| Admin fee / account holder | $18 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |