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 | $153,331 | $133,922+14.5% | $116,228+31.9% | $142,382+7.7% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.6%-30.1pp | 80.1%-35.7pp |
| Annual return | 14.95% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,098 | $3,446-68.1% | $2,994-63.3% | $4,299-74.5% |
| Participant deferral / active EE | $2,950 | $5,672-48.0% | $4,953-40.4% | $6,507-54.7% |
| Admin fee / account holder | $243 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |