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 | $48,263 | $102,966-53.1% | $90,281-46.5% | $152,861-68.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 20.62% | 95.16%-74.5pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,990 | $3,139-4.8% | $2,854+4.7% | $4,762-37.2% |
| Participant deferral / active EE | $6,624 | $4,281+54.7% | $3,885+70.5% | $5,850+13.2% |
| Admin fee / account holder | $237 | $6,171-96.2% | $5,351-95.6% | $11,596-98.0% |