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 | $87,475 | $99,020-11.7% | $86,590+1.0% | $147,584-40.7% |
| Participation rate | 69.6% | 76.3%-6.8pp | 73.5%-4.0pp | 82.8%-13.3pp |
| Annual return | 18.45% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $842 | $3,132-73.1% | $2,839-70.3% | $4,876-82.7% |
| Participant deferral / active EE | $2,087 | $3,972-47.5% | $3,609-42.2% | $5,439-61.6% |
| Admin fee / account holder | $121 | $5,710-97.9% | $4,906-97.5% | $10,885-98.9% |