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 | $79,195 | $183,592-56.9% | $155,567-49.1% | $145,959-45.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.42% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,951 | $5,315-63.3% | $4,674-58.3% | $4,661-58.1% |
| Participant deferral / active EE | $4,432 | $6,464-31.4% | $5,628-21.2% | $6,689-33.7% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |