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 | $53,826 | $102,604-47.5% | $86,188-37.5% | $139,434-61.4% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 17.32% | 1922.51%-1905.2pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,563 | $3,032-15.5% | $2,380+7.7% | $4,751-46.1% |
| Participant deferral / active EE | $4,846 | $4,676+3.6% | $3,985+21.6% | $6,710-27.8% |
| Admin fee / account holder | $220 | $8,657-97.5% | $6,852-96.8% | $11,403-98.1% |