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 | $102,186 | $94,752+7.8% | $112,887-9.5% | $139,434-26.7% |
| Participation rate | 57.1% | 81.3%-24.1pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 25.19% | 40.88%-15.7pp | 34.10%-8.9pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,770 | $4,625-61.7% | $4,563-61.2% | $4,751-62.7% |
| Participant deferral / active EE | $2,314 | $6,512-64.5% | $6,513-64.5% | $6,710-65.5% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |