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 | $42,426 | $124,281-65.9% | $109,143-61.1% | $167,490-74.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 15.45% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,985 | $4,207-52.8% | $3,722-46.7% | $4,837-59.0% |
| Participant deferral / active EE | $6,103 | $5,255+16.1% | $4,653+31.2% | $6,341-3.8% |
| Admin fee / account holder | $192 | $7,970-97.6% | $6,752-97.2% | $12,309-98.4% |