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 | $91,290 | $73,933+23.5% | $96,683-5.6% | $75,163+21.5% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.3pp |
| Annual return | 18.67% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,778 | $2,928-5.1% | $3,737-25.6% | $2,670+4.1% |
| Participant deferral / active EE | $6,435 | $3,659+75.9% | $4,878+31.9% | $4,125+56.0% |
| Admin fee / account holder | $54 | $5,216-99.0% | $6,730-99.2% | $5,651-99.0% |