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 | $90,851 | $97,744-7.1% | $103,476-12.2% | $145,922-37.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 17.70% | 25.41%-7.7pp | 23.90%-6.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,317 | $4,677-29.1% | $4,672-29.0% | $4,660-28.8% |
| Participant deferral / active EE | $7,380 | $6,603+11.8% | $6,623+11.4% | $6,688+10.3% |
| Admin fee / account holder | $64 | $12,515-99.5% | $9,413-99.3% | $13,397-99.5% |