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 | $56,774 | $152,587-62.8% | $125,175-54.6% | $152,861-62.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 29.72% | 54.84%-25.1pp | 43.79%-14.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $8,261 | $4,946+67.0% | $3,865+113.7% | $4,762+73.5% |
| Participant deferral / active EE | $4,900 | $5,868-16.5% | $4,937-0.7% | $5,850-16.2% |
| Admin fee / account holder | $159 | $13,434-98.8% | $9,702-98.4% | $11,596-98.6% |