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 | $112,768 | $88,751+27.1% | $81,812+37.8% | $145,922-22.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 13.83% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $400 | $3,083-87.0% | $2,912-86.3% | $4,660-91.4% |
| Participant deferral / active EE | $1,433 | $4,643-69.1% | $4,319-66.8% | $6,688-78.6% |
| Admin fee / account holder | $90 | $8,415-98.9% | $7,386-98.8% | $13,397-99.3% |