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 | $72,315 | $106,749-32.3% | $145,433-50.3% | $82,448-12.3% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 18.51% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,149 | $3,444-66.6% | $4,554-74.8% | $2,551-54.9% |
| Participant deferral / active EE | $2,650 | $6,519-59.3% | $7,897-66.4% | $4,139-36.0% |
| Admin fee / account holder | $69 | $8,390-99.2% | $13,129-99.5% | $7,234-99.0% |