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 | $130,443 | $183,592-28.9% | $155,567-16.1% | $145,959-10.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.57% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $12,500 | $5,315+135.2% | $4,674+167.4% | $4,661+168.2% |
| Participant deferral / active EE | $7,787 | $6,464+20.5% | $5,628+38.4% | $6,689+16.4% |
| Admin fee / account holder | $79 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |