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 | $134,945 | $113,339+19.1% | $94,993+42.1% | $147,584-8.6% |
| Participation rate | 46.2% | 78.0%-31.8pp | 73.9%-27.7pp | 82.8%-36.7pp |
| Annual return | 13.94% | 20.77%-6.8pp | 27.12%-13.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,151 | $3,160-63.6% | $2,603-55.8% | $4,876-76.4% |
| Participant deferral / active EE | $4,777 | $3,777+26.5% | $3,317+44.0% | $5,439-12.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |