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 | $14,175 | $91,037-84.4% | $71,671-80.2% | $147,584-90.4% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 29.45% | 20.48%+9.0pp | 20.65%+8.8pp | 578.55%-549.1pp |
| Employer contribution / active EE | $1,781 | $3,327-46.5% | $2,460-27.6% | $4,876-63.5% |
| Participant deferral / active EE | $5,783 | $4,498+28.6% | $3,438+68.2% | $5,439+6.3% |
| Admin fee / account holder | $59 | $8,613-99.3% | $5,558-98.9% | $10,885-99.5% |