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 7-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 | $66,714 | $127,065-47.5% | $113,168-41.0% | $142,382-53.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 14.94% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,725 | $3,442+37.3% | $2,975+58.8% | $4,299+9.9% |
| Participant deferral / active EE | $6,119 | $5,716+7.0% | $5,107+19.8% | $6,507-6.0% |
| Admin fee / account holder | $151 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |