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 | $79,186 | $110,261-28.2% | $95,745-17.3% | $139,434-43.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 19.94% | 27.11%-7.2pp | 28.35%-8.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,691 | $3,257-48.1% | $2,835-40.3% | $4,751-64.4% |
| Participant deferral / active EE | $4,485 | $4,676-4.1% | $4,245+5.7% | $6,710-33.2% |
| Admin fee / account holder | $191 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |