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 5-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 | $87,283 | $178,174-51.0% | $156,181-44.1% | $137,256-36.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 19.28% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,713 | $4,972-65.5% | $4,294-60.1% | $4,156-58.8% |
| Participant deferral / active EE | $13,337 | $6,888+93.6% | $6,132+117.5% | $6,407+108.2% |
| Admin fee / account holder | $246 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |