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 | $164,350 | $159,934+2.8% | $147,005+11.8% | $145,959+12.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.61% | 98.24%-87.6pp | 418.76%-408.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,456 | $5,287-72.5% | $4,934-70.5% | $4,661-68.8% |
| Participant deferral / active EE | $5,798 | $8,427-31.2% | $8,070-28.2% | $6,689-13.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |