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 | $67,019 | $107,334-37.6% | $92,893-27.9% | $152,861-56.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 19.76% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,156 | $4,221-72.6% | $3,653-68.3% | $4,762-75.7% |
| Participant deferral / active EE | $4,946 | $4,845+2.1% | $4,236+16.7% | $5,850-15.5% |
| Admin fee / account holder | $294 | $7,079-95.9% | $5,794-94.9% | $11,596-97.5% |