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 5-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 | $127,743 | $101,618+25.7% | $93,063+37.3% | $137,256-6.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 23.58% | 223.95%-200.4pp | 34.15%-10.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $6,072 | $2,707+124.3% | $2,476+145.2% | $4,156+46.1% |
| Participant deferral / active EE | $2,429 | $4,279-43.2% | $3,958-38.6% | $6,407-62.1% |
| Admin fee / account holder | $264 | $6,198-95.7% | $6,033-95.6% | $12,270-97.8% |