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 | $137,461 | $107,334+28.1% | $92,893+48.0% | $152,861-10.1% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.4%-14.3pp |
| Annual return | 20.07% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,320 | $4,221-21.3% | $3,653-9.1% | $4,762-30.3% |
| Participant deferral / active EE | $5,907 | $4,845+21.9% | $4,236+39.5% | $5,850+1.0% |
| Admin fee / account holder | $290 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |