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 | $145,423 | $107,334+35.5% | $92,893+56.5% | $152,861-4.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 26.01% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,077 | $4,221-74.5% | $3,653-70.5% | $4,762-77.4% |
| Participant deferral / active EE | $3,384 | $4,845-30.2% | $4,236-20.1% | $5,850-42.2% |
| Admin fee / account holder | $226 | $7,079-96.8% | $5,794-96.1% | $11,596-98.0% |