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 | $48,514 | $124,281-61.0% | $109,143-55.5% | $167,490-71.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 15.84% | 26.04%-10.2pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,091 | $4,207-74.1% | $3,722-70.7% | $4,837-77.4% |
| Participant deferral / active EE | $5,561 | $5,255+5.8% | $4,653+19.5% | $6,341-12.3% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |