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 | $90,850 | $53,127+71.0% | $86,590+4.9% | $70,131+29.5% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 12.63% | 27.66%-15.0pp | 964.84%-952.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,923 | $2,068-7.0% | $2,839-32.3% | $2,342-17.9% |
| Participant deferral / active EE | $4,074 | $2,696+51.1% | $3,609+12.9% | $3,332+22.3% |
| Admin fee / account holder | $4 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |