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 | $136,951 | $107,334+27.6% | $92,893+47.4% | $152,861-10.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 27.60% | 145.58%-118.0pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,871 | $4,221-55.7% | $3,653-48.8% | $4,762-60.7% |
| Participant deferral / active EE | $5,051 | $4,845+4.2% | $4,236+19.2% | $5,850-13.7% |
| Admin fee / account holder | $291 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |