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 | $158,935 | $226,064-29.7% | $182,532-12.9% | $152,861+4.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 29.40% | 192.51%-163.1pp | 148.54%-119.1pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,978 | $4,978-60.3% | $4,076-51.5% | $4,762-58.5% |
| Participant deferral / active EE | $9,601 | $6,368+50.8% | $5,524+73.8% | $5,850+64.1% |
| Admin fee / account holder | $63 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |