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 | $55,987 | $93,571-40.2% | $135,903-58.8% | $75,163-25.5% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 67.2%+0.7pp |
| Annual return | 19.41% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,812 | $3,537-48.8% | $4,856-62.7% | $2,670-32.1% |
| Participant deferral / active EE | $3,174 | $6,404-50.4% | $7,758-59.1% | $4,125-23.0% |
| Admin fee / account holder | $188 | $6,975-97.3% | $10,762-98.3% | $5,651-96.7% |