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 | $188,623 | $172,111+9.6% | $150,298+25.5% | $137,256+37.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 13.96% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,571 | $4,636-44.5% | $4,154-38.1% | $4,156-38.1% |
| Participant deferral / active EE | $4,358 | $6,166-29.3% | $5,453-20.1% | $6,407-32.0% |
| Admin fee / account holder | $72 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |