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 | $138,198 | $98,240+40.7% | $82,313+67.9% | $147,584-6.4% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 21.48% | 30.85%-9.4pp | 25.88%-4.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,122 | $3,192-64.9% | $2,428-53.8% | $4,876-77.0% |
| Participant deferral / active EE | $3,852 | $4,383-12.1% | $3,706+3.9% | $5,439-29.2% |
| Admin fee / account holder | $14 | $8,563-99.8% | $5,608-99.7% | $10,885-99.9% |