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 | $80,817 | $53,127+52.1% | $86,590-6.7% | $70,131+15.2% |
| Participation rate | 58.1% | 65.3%-7.2pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 17.58% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,430 | $2,068-30.9% | $2,839-49.6% | $2,342-39.0% |
| Participant deferral / active EE | $2,603 | $2,696-3.4% | $3,609-27.9% | $3,332-21.9% |
| Admin fee / account holder | $89 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |