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 | $113,767 | $226,064-49.7% | $182,532-37.7% | $152,861-25.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 26.49% | 192.51%-166.0pp | 148.54%-122.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,083 | $4,978-78.3% | $4,076-73.4% | $4,762-77.3% |
| Participant deferral / active EE | $9,143 | $6,368+43.6% | $5,524+65.5% | $5,850+56.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |