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 | $95,810 | $148,534-35.5% | $135,903-29.5% | $139,434-31.3% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 21.38% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,858 | $5,243-26.4% | $4,856-20.5% | $4,751-18.8% |
| Participant deferral / active EE | $5,176 | $8,100-36.1% | $7,758-33.3% | $6,710-22.9% |
| Admin fee / account holder | $272 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |