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 | $97,380 | $118,450-17.8% | $98,439-1.1% | $139,434-30.2% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 20.49% | 18.94%+1.6pp | 21.16%-0.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,812 | $3,609+5.6% | $3,048+25.1% | $4,751-19.8% |
| Participant deferral / active EE | $8,191 | $5,392+51.9% | $4,738+72.9% | $6,710+22.1% |
| Admin fee / account holder | $297 | $14,026-97.9% | $8,948-96.7% | $11,403-97.4% |