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 | $95,230 | $102,966-7.5% | $90,281+5.5% | $152,861-37.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 16.92% | 95.16%-78.2pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,340 | $3,139-57.3% | $2,854-53.1% | $4,762-71.9% |
| Participant deferral / active EE | $1,340 | $4,281-68.7% | $3,885-65.5% | $5,850-77.1% |
| Admin fee / account holder | $256 | $6,171-95.9% | $5,351-95.2% | $11,596-97.8% |