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 | $80,858 | $102,616-21.2% | $81,983-1.4% | $158,922-49.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 22.46% | 61.04%-38.6pp | 41.31%-18.8pp | 302.83%-280.4pp |
| Employer contribution / active EE | $4,781 | $3,240+47.6% | $2,498+91.4% | $4,761+0.4% |
| Participant deferral / active EE | $7,692 | $4,648+65.5% | $3,722+106.7% | $5,982+28.6% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |