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 | $82,727 | $154,117-46.3% | $129,995-36.4% | $139,434-40.7% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.5%-8.9pp | 80.3%-10.8pp |
| Annual return | 13.78% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,425 | $5,289-54.2% | $4,320-43.9% | $4,751-49.0% |
| Participant deferral / active EE | $5,517 | $6,710-17.8% | $5,820-5.2% | $6,710-17.8% |
| Admin fee / account holder | $290 | $14,007-97.9% | $10,614-97.3% | $11,403-97.5% |