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 | $100,852 | $159,901-36.9% | $146,958-31.4% | $145,922-30.9% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 11.55% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,385 | $5,286-73.8% | $4,933-71.9% | $4,660-70.3% |
| Participant deferral / active EE | $3,852 | $8,428-54.3% | $8,070-52.3% | $6,688-42.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |