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 | $121,670 | $99,877+21.8% | $84,966+43.2% | $145,922-16.6% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 15.13% | 83.76%-68.6pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,380 | $3,231-26.4% | $2,727-12.7% | $4,660-48.9% |
| Participant deferral / active EE | $4,892 | $5,291-7.5% | $4,519+8.2% | $6,688-26.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |