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 | $140,863 | $116,175+21.3% | $93,606+50.5% | $152,861-7.8% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 24.98% | 35.96%-11.0pp | 32.76%-7.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,573 | $3,218-51.1% | $2,718-42.1% | $4,762-67.0% |
| Participant deferral / active EE | $4,769 | $4,603+3.6% | $4,069+17.2% | $5,850-18.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |