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 | $51,953 | $53,516-2.9% | $126,539-58.9% | $84,808-38.7% |
| Participation rate | 56.7% | 58.2%-1.6pp | 69.8%-13.2pp | 68.3%-11.6pp |
| Annual return | 15.44% | 58.34%-42.9pp | 425.95%-410.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,590 | $1,535+3.6% | $3,674-56.7% | $2,631-39.6% |
| Participant deferral / active EE | $2,195 | $2,671-17.8% | $4,083-46.2% | $4,212-47.9% |
| Admin fee / account holder | $67 | $4,497-98.5% | $6,065-98.9% | $7,344-99.1% |