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 | $89,382 | $106,890-16.4% | $84,015+6.4% | $152,861-41.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 25.66% | 104.99%-79.3pp | 71.31%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $611 | $2,734-77.7% | $1,983-69.2% | $4,762-87.2% |
| Participant deferral / active EE | $3,497 | $4,011-12.8% | $3,239+8.0% | $5,850-40.2% |
| Admin fee / account holder | $268 | $8,285-96.8% | $6,101-95.6% | $11,596-97.7% |