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 | $84,910 | $102,616-17.3% | $81,983+3.6% | $158,922-46.6% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 14.93% | 61.04%-46.1pp | 41.31%-26.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,467 | $3,240+7.0% | $2,498+38.8% | $4,761-27.2% |
| Participant deferral / active EE | $6,300 | $4,648+35.5% | $3,722+69.3% | $5,982+5.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |