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 | $126,173 | $110,257+14.4% | $96,544+30.7% | $139,434-9.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 19.47% | 26.32%-6.8pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,213 | $3,620-66.5% | $2,965-59.1% | $4,751-74.5% |
| Participant deferral / active EE | $7,199 | $5,548+29.8% | $4,851+48.4% | $6,710+7.3% |
| Admin fee / account holder | $5 | $11,591-100.0% | $8,252-99.9% | $11,403-100.0% |