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 | $177,860 | $162,781+9.3% | $133,956+32.8% | $158,922+11.9% |
| Participation rate | 39.1% | 83.2%-44.1pp | 79.8%-40.7pp | 82.0%-42.8pp |
| Annual return | 25.00% | 41.94%-16.9pp | 45.09%-20.1pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,438 | $4,975-71.1% | $3,919-63.3% | $4,761-69.8% |
| Participant deferral / active EE | $3,861 | $5,911-34.7% | $5,048-23.5% | $5,982-35.5% |
| Admin fee / account holder | $104 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |