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 | $74,683 | $198,466-62.4% | $170,442-56.2% | $147,584-49.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 18.62% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,186 | $6,184-64.6% | $5,433-59.8% | $4,876-55.2% |
| Participant deferral / active EE | $4,994 | $5,629-11.3% | $4,939+1.1% | $5,439-8.2% |
| Admin fee / account holder | $88 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |