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 | $71,462 | $104,251-31.5% | $91,001-21.5% | $147,584-51.6% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 16.94% | 27.06%-10.1pp | 4.60%+12.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,137 | $3,116-31.4% | $2,456-13.0% | $4,876-56.2% |
| Participant deferral / active EE | $5,134 | $4,195+22.4% | $3,547+44.7% | $5,439-5.6% |
| Admin fee / account holder | $73 | $8,948-99.2% | $5,417-98.7% | $10,885-99.3% |