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 | $80,471 | $107,334-25.0% | $92,893-13.4% | $152,861-47.4% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.4%-17.2pp |
| Annual return | 61.38% | 145.58%-84.2pp | 109.41%-48.0pp | 345.32%-283.9pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,717 | $4,845-2.6% | $4,236+11.4% | $5,850-19.4% |
| Admin fee / account holder | $165 | $7,079-97.7% | $5,794-97.1% | $11,596-98.6% |