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 | $62,322 | $162,781-61.7% | $133,956-53.5% | $158,922-60.8% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 16.14% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,385 | $4,975-72.2% | $3,919-64.7% | $4,761-70.9% |
| Participant deferral / active EE | $3,115 | $5,911-47.3% | $5,048-38.3% | $5,982-47.9% |
| Admin fee / account holder | $214 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |