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 | $131,050 | $99,877+31.2% | $84,966+54.2% | $145,922-10.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.91% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,345 | $3,231-27.4% | $2,727-14.0% | $4,660-49.7% |
| Participant deferral / active EE | $2,889 | $5,291-45.4% | $4,519-36.1% | $6,688-56.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |