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 | $165,113 | $107,334+53.8% | $92,893+77.7% | $152,861+8.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 23.09% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,912 | $4,221-54.7% | $3,653-47.7% | $4,762-59.9% |
| Participant deferral / active EE | $4,993 | $4,845+3.1% | $4,236+17.9% | $5,850-14.7% |
| Admin fee / account holder | $77 | $7,079-98.9% | $5,794-98.7% | $11,596-99.3% |