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 | $155,378 | $209,411-25.8% | $178,490-12.9% | $158,922-2.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.20% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $20,097 | $5,706+252.2% | $5,011+301.1% | $4,761+322.1% |
| Participant deferral / active EE | $9,750 | $5,954+63.7% | $5,202+87.4% | $5,982+63.0% |
| Admin fee / account holder | $23 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |