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 | $89,971 | $116,175-22.6% | $93,606-3.9% | $152,861-41.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 14.08% | 35.96%-21.9pp | 32.76%-18.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,027 | $3,218-37.0% | $2,718-25.4% | $4,762-57.4% |
| Participant deferral / active EE | $3,945 | $4,603-14.3% | $4,069-3.0% | $5,850-32.6% |
| Admin fee / account holder | $8 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |