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 | $71,991 | $125,758-42.8% | $169,993-57.7% | $75,163-4.2% |
| Participation rate | 64.5% | 83.6%-19.1pp | 87.0%-22.5pp | 67.2%-2.7pp |
| Annual return | 22.16% | 27.20%-5.0pp | 53.37%-31.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,448 | $4,615-68.6% | $6,785-78.7% | $2,670-45.8% |
| Participant deferral / active EE | $9,764 | $6,837+42.8% | $10,408-6.2% | $4,125+136.7% |
| Admin fee / account holder | $54 | $8,173-99.3% | $12,815-99.6% | $5,651-99.0% |