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 | $114,495 | $172,111-33.5% | $150,298-23.8% | $137,256-16.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.36% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,966 | $4,636-36.0% | $4,154-28.6% | $4,156-28.6% |
| Participant deferral / active EE | $7,576 | $6,166+22.9% | $5,453+38.9% | $6,407+18.2% |
| Admin fee / account holder | $53 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |