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 | $103,426 | $105,998-2.4% | $92,233+12.1% | $147,584-29.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 22.62% | 50.05%-27.4pp | 176.28%-153.7pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,664 | $4,333-61.6% | $3,679-54.8% | $4,876-65.9% |
| Participant deferral / active EE | $5,200 | $4,478+16.1% | $3,897+33.4% | $5,439-4.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |