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 | $99,948 | $209,411-52.3% | $178,490-44.0% | $158,922-37.1% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 19.15% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,119 | $5,706-62.9% | $5,011-57.7% | $4,761-55.5% |
| Participant deferral / active EE | $3,850 | $5,954-35.3% | $5,202-26.0% | $5,982-35.6% |
| Admin fee / account holder | $296 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |