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 | $69,741 | $175,202-60.2% | $149,673-53.4% | $139,434-50.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.27% | 166.71%-146.4pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,434 | $5,474-37.3% | $4,818-28.7% | $4,751-27.7% |
| Participant deferral / active EE | $3,941 | $6,519-39.5% | $5,680-30.6% | $6,710-41.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |