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 5-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 | $63,130 | $88,710-28.8% | $81,783-22.8% | $145,959-56.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.6pp |
| Annual return | 10.13% | 1027.26%-1017.1pp | 775.05%-764.9pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,467 | $3,083-52.4% | $2,913-49.6% | $4,661-68.5% |
| Participant deferral / active EE | $4,291 | $4,645-7.6% | $4,320-0.7% | $6,689-35.8% |
| Admin fee / account holder | $208 | $8,407-97.5% | $7,380-97.2% | $13,398-98.4% |