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 | $113,544 | $89,753+26.5% | $107,525+5.6% | $84,808+33.9% |
| Participation rate | 61.5% | 68.1%-6.5pp | 75.1%-13.5pp | 68.3%-6.8pp |
| Annual return | 14.94% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,422 | $3,113+9.9% | $3,754-8.8% | $2,631+30.1% |
| Participant deferral / active EE | $4,819 | $4,056+18.8% | $5,116-5.8% | $4,212+14.4% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |