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 | $76,251 | $58,828+29.6% | $77,999-2.2% | $62,891+21.2% |
| Participation rate | 51.2% | 71.1%-19.9pp | 75.5%-24.4pp | 69.3%-18.1pp |
| Annual return | 9.08% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,209 | $1,672-27.7% | $2,470-51.1% | $2,281-47.0% |
| Participant deferral / active EE | $2,325 | $2,686-13.4% | $3,497-33.5% | $3,203-27.4% |
| Admin fee / account holder | $58 | $4,393-98.7% | $5,480-98.9% | $4,296-98.6% |