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 | $26,272 | $113,339-76.8% | $94,993-72.3% | $147,584-82.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 12.91% | 20.77%-7.9pp | 27.12%-14.2pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,783 | $3,160-43.6% | $2,603-31.5% | $4,876-63.4% |
| Participant deferral / active EE | $4,951 | $3,777+31.1% | $3,317+49.3% | $5,439-9.0% |
| Admin fee / account holder | $155 | $6,063-97.4% | $4,960-96.9% | $10,885-98.6% |