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 | $156,977 | $138,065+13.7% | $123,544+27.1% | $135,375+16.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,810 | $5,151-64.9% | $4,628-60.9% | $4,779-62.1% |
| Participant deferral / active EE | $7,730 | $6,799+13.7% | $6,426+20.3% | $5,609+37.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |