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 | $86,824 | $63,346+37.1% | $92,233-5.9% | $70,131+23.8% |
| Participation rate | 51.4% | 68.7%-17.3pp | 76.5%-25.1pp | 69.5%-18.2pp |
| Annual return | 21.10% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $2,103 | $2,471-14.9% | $3,679-42.8% | $2,342-10.2% |
| Participant deferral / active EE | $4,127 | $2,854+44.6% | $3,897+5.9% | $3,332+23.9% |
| Admin fee / account holder | $148 | $3,840-96.2% | $5,194-97.2% | $4,645-96.8% |