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 | $91,647 | $159,901-42.7% | $146,958-37.6% | $145,922-37.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 20.50% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,173 | $5,286-40.0% | $4,933-35.7% | $4,660-31.9% |
| Participant deferral / active EE | $9,128 | $8,428+8.3% | $8,070+13.1% | $6,688+36.5% |
| Admin fee / account holder | $4 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |