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 | $58,403 | $127,264-54.1% | $109,895-46.9% | $167,490-65.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 17.04% | 22.97%-5.9pp | 29.45%-12.4pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,828 | $3,322-14.9% | $2,842-0.5% | $4,837-41.5% |
| Participant deferral / active EE | $3,720 | $4,514-17.6% | $4,048-8.1% | $6,341-41.3% |
| Admin fee / account holder | -$77 | $7,114-101.1% | $6,066-101.3% | $12,309-100.6% |