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 | $37,768 | $152,587-75.2% | $125,175-69.8% | $152,861-75.3% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 25.90% | 54.84%-28.9pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,592 | $4,946-47.6% | $3,865-32.9% | $4,762-45.6% |
| Participant deferral / active EE | $5,448 | $5,868-7.2% | $4,937+10.4% | $5,850-6.9% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |