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 | $111,743 | $149,734-25.4% | $118,925-6.0% | $158,922-29.7% |
| Participation rate | 37.5% | 82.1%-44.6pp | 75.4%-37.9pp | 82.0%-44.5pp |
| Annual return | 22.88% | 19.95%+2.9pp | 35.88%-13.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,320 | $4,115-43.6% | $3,263-28.9% | $4,761-51.3% |
| Participant deferral / active EE | $2,338 | $5,223-55.2% | $4,265-45.2% | $5,982-60.9% |
| Admin fee / account holder | $31 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |