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 | $55,378 | $162,781-66.0% | $133,956-58.7% | $158,922-65.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 21.27% | 41.94%-20.7pp | 45.09%-23.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,440 | $4,975-30.9% | $3,919-12.2% | $4,761-27.7% |
| Participant deferral / active EE | $4,540 | $5,911-23.2% | $5,048-10.1% | $5,982-24.1% |
| Admin fee / account holder | $167 | $11,736-98.6% | $8,927-98.1% | $11,246-98.5% |