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 | $83,216 | $83,477-0.3% | $125,175-33.5% | $72,985+14.0% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.5%-23.1pp |
| Annual return | 27.59% | 25.78%+1.8pp | 43.79%-16.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,901 | $2,345-18.9% | $3,865-50.8% | $2,440-22.1% |
| Participant deferral / active EE | $2,813 | $3,585-21.5% | $4,937-43.0% | $3,607-22.0% |
| Admin fee / account holder | $282 | $5,517-94.9% | $9,702-97.1% | $5,124-94.5% |