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 | $114,615 | $175,202-34.6% | $149,673-23.4% | $139,434-17.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 27.03% | 166.71%-139.7pp | 134.42%-107.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,567 | $5,474-53.1% | $4,818-46.7% | $4,751-46.0% |
| Participant deferral / active EE | $7,333 | $6,519+12.5% | $5,680+29.1% | $6,710+9.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |