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 | $122,140 | $106,890+14.3% | $84,015+45.4% | $152,861-20.1% |
| Participation rate | 56.5% | 75.2%-18.7pp | 69.0%-12.5pp | 82.4%-25.9pp |
| Annual return | 21.38% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,722 | $2,734-37.0% | $1,983-13.2% | $4,762-63.8% |
| Participant deferral / active EE | $7,770 | $4,011+93.7% | $3,239+139.9% | $5,850+32.8% |
| Admin fee / account holder | $174 | $8,285-97.9% | $6,101-97.1% | $11,596-98.5% |