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 | $166,655 | $124,319+34.1% | $111,297+49.7% | $167,490-0.5% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 16.35% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,135 | $3,435-67.0% | $2,731-58.4% | $4,837-76.5% |
| Participant deferral / active EE | $4,566 | $5,180-11.9% | $4,487+1.8% | $6,341-28.0% |
| Admin fee / account holder | $19 | $10,618-99.8% | $7,964-99.8% | $12,309-99.8% |