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 | $47,976 | $98,750-51.4% | $149,696-68.0% | $79,858-39.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 16.59% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,820 | $3,216-43.4% | $4,644-60.8% | $2,471-26.3% |
| Participant deferral / active EE | $3,163 | $5,680-44.3% | $6,842-53.8% | $3,740-15.4% |
| Admin fee / account holder | $154 | $6,053-97.5% | $9,309-98.3% | $5,306-97.1% |