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 | $66,683 | $159,602-58.2% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 13.60% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,422 | $4,961-71.3% | $4,693-69.7% | $4,299-66.9% |
| Participant deferral / active EE | $2,673 | $8,310-67.8% | $7,997-66.6% | $6,507-58.9% |
| Admin fee / account holder | $288 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |