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 | $157,763 | $160,055-1.4% | $140,016+12.7% | $135,375+16.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 6.44% | 911.38%-904.9pp | 651.12%-644.7pp | 519.73%-513.3pp |
| Employer contribution / active EE | $1,583 | $6,420-75.3% | $5,606-71.8% | $4,779-66.9% |
| Participant deferral / active EE | $3,053 | $7,642-60.0% | $6,927-55.9% | $5,609-45.6% |
| Admin fee / account holder | $150 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |