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 | $64,841 | $91,190-28.9% | $178,490-63.7% | $79,858-18.8% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 18.21% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,908 | $3,256+50.7% | $5,011-2.1% | $2,471+98.6% |
| Participant deferral / active EE | $6,451 | $3,236+99.3% | $5,202+24.0% | $3,740+72.5% |
| Admin fee / account holder | $298 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |