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 | $39,262 | $135,952-71.1% | $123,892-68.3% | $273,961-85.7% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 9.65% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,605 | $5,170-30.3% | $4,617-21.9% | $4,869-26.0% |
| Participant deferral / active EE | $7,409 | $6,343+16.8% | $5,984+23.8% | $5,287+40.1% |
| Admin fee / account holder | $158 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |