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 | $89,351 | $159,934-44.1% | $147,005-39.2% | $145,959-38.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.02% | 98.24%-84.2pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,379 | $5,287-73.9% | $4,934-72.1% | $4,661-70.4% |
| Participant deferral / active EE | $3,406 | $8,427-59.6% | $8,070-57.8% | $6,689-49.1% |
| Admin fee / account holder | $131 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |