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 | $62,705 | $114,047-45.0% | $96,139-34.8% | $167,490-62.6% |
| Participation rate | 65.0% | 75.1%-10.1pp | 68.4%-3.4pp | 82.1%-17.1pp |
| Annual return | 29.01% | 189.88%-160.9pp | 191.94%-162.9pp | 478.56%-449.5pp |
| Employer contribution / active EE | $1,717 | $3,427-49.9% | $2,797-38.6% | $4,837-64.5% |
| Participant deferral / active EE | $2,939 | $5,194-43.4% | $4,349-32.4% | $6,341-53.7% |
| Admin fee / account holder | $166 | $6,897-97.6% | $5,537-97.0% | $12,309-98.7% |