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 | $87,889 | $112,881-22.1% | $90,951-3.4% | $158,922-44.7% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 26.02% | 215.79%-189.8pp | 134.60%-108.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,319 | $2,893-19.8% | $2,122+9.3% | $4,761-51.3% |
| Participant deferral / active EE | $8,855 | $4,128+114.5% | $3,373+162.5% | $5,982+48.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |