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 | $79,584 | $86,286-7.8% | $111,297-28.5% | $85,850-7.3% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 14.76% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,145 | $2,043+5.0% | $2,731-21.4% | $2,565-16.4% |
| Participant deferral / active EE | $4,547 | $3,641+24.9% | $4,487+1.3% | $3,952+15.1% |
| Admin fee / account holder | $91 | $8,188-98.9% | $7,964-98.9% | $6,260-98.6% |