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 | $145,295 | $138,065+5.2% | $123,544+17.6% | $135,375+7.3% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | 15.06% | 153.68%-138.6pp | 119.20%-104.1pp | 519.73%-504.7pp |
| Employer contribution / active EE | $1,902 | $5,151-63.1% | $4,628-58.9% | $4,779-60.2% |
| Participant deferral / active EE | $4,765 | $6,799-29.9% | $6,426-25.8% | $5,609-15.0% |
| Admin fee / account holder | $147 | $10,916-98.7% | $9,284-98.4% | $10,827-98.6% |