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 | $126,058 | $135,952-7.3% | $123,892+1.7% | $273,961-54.0% |
| Participation rate | 30.8% | 84.1%-53.3pp | 81.4%-50.6pp | 83.0%-52.2pp |
| Annual return | 175.33% | 56.63%+118.7pp | 47.52%+127.8pp | 41.45%+133.9pp |
| Employer contribution / active EE | $1,892 | $5,170-63.4% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $4,088 | $6,343-35.6% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $179 | $9,817-98.2% | $8,357-97.9% | $10,132-98.2% |