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 | $87,742 | $98,240-10.7% | $82,313+6.6% | $147,584-40.5% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 13.91% | 30.85%-16.9pp | 25.88%-12.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $6,404 | $3,192+100.7% | $2,428+163.7% | $4,876+31.3% |
| Participant deferral / active EE | $4,518 | $4,383+3.1% | $3,706+21.9% | $5,439-16.9% |
| Admin fee / account holder | $162 | $8,563-98.1% | $5,608-97.1% | $10,885-98.5% |