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 | $88,460 | $198,466-55.4% | $170,442-48.1% | $147,584-40.1% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 18.10% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,951 | $6,184-68.5% | $5,433-64.1% | $4,876-60.0% |
| Participant deferral / active EE | $3,266 | $5,629-42.0% | $4,939-33.9% | $5,439-40.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |