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 | $76,070 | $226,064-66.4% | $182,532-58.3% | $152,861-50.2% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 23.08% | 192.51%-169.4pp | 148.54%-125.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,274 | $4,978-54.3% | $4,076-44.2% | $4,762-52.3% |
| Participant deferral / active EE | $5,690 | $6,368-10.6% | $5,524+3.0% | $5,850-2.7% |
| Admin fee / account holder | $14 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |