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 | $133,927 | $159,934-16.3% | $147,005-8.9% | $145,959-8.2% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 17.19% | 98.24%-81.1pp | 418.76%-401.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,483 | $5,287-71.9% | $4,934-69.9% | $4,661-68.2% |
| Participant deferral / active EE | $6,079 | $8,427-27.9% | $8,070-24.7% | $6,689-9.1% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |