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 | $91,212 | $97,757-6.7% | $83,848+8.8% | $135,375-32.6% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | 6.38% | 1287.37%-1281.0pp | 850.88%-844.5pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,747 | $4,222-58.6% | $3,631-51.9% | $4,779-63.4% |
| Participant deferral / active EE | $7,386 | $4,682+57.8% | $4,082+81.0% | $5,609+31.7% |
| Admin fee / account holder | $172 | $6,674-97.4% | $5,478-96.9% | $10,827-98.4% |