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 | $65,904 | $78,705-16.3% | $117,854-44.1% | $70,131-6.0% |
| Participation rate | 69.5% | 73.2%-3.7pp | 79.7%-10.2pp | 69.5%0pp |
| Annual return | 22.04% | 23.30%-1.3pp | 335.08%-313.0pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,888 | $2,223-15.1% | $3,786-50.1% | $2,342-19.4% |
| Participant deferral / active EE | $4,991 | $3,297+51.4% | $4,482+11.4% | $3,332+49.8% |
| Admin fee / account holder | $237 | $5,065-95.3% | $8,020-97.0% | $4,645-94.9% |