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 | $80,725 | $111,754-27.8% | $103,333-21.9% | $145,922-44.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.75% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $11,537 | $4,212+173.9% | $3,868+198.3% | $4,660+147.6% |
| Participant deferral / active EE | $2,162 | $5,619-61.5% | $5,057-57.3% | $6,688-67.7% |
| Admin fee / account holder | $131 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |