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 5-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 | $93,716 | $109,982-14.8% | $97,226-3.6% | $145,922-35.8% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 23.46% | 242.90%-219.4pp | 75.13%-51.7pp | 561.29%-537.8pp |
| Employer contribution / active EE | $757 | $3,084-75.5% | $2,729-72.3% | $4,660-83.8% |
| Participant deferral / active EE | $2,838 | $4,676-39.3% | $4,264-33.4% | $6,688-57.6% |
| Admin fee / account holder | $226 | $6,221-96.4% | $5,654-96.0% | $13,397-98.3% |