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 | $87,146 | $53,127+64.0% | $86,590+0.6% | $70,131+24.3% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 16.43% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $330 | $2,068-84.0% | $2,839-88.4% | $2,342-85.9% |
| Participant deferral / active EE | $3,304 | $2,696+22.6% | $3,609-8.4% | $3,332-0.8% |
| Admin fee / account holder | $273 | $3,585-92.4% | $4,906-94.4% | $4,645-94.1% |