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 | $87,668 | $111,724-21.5% | $93,606-6.3% | $145,922-39.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 8.07% | 202.98%-194.9pp | 133.20%-125.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $657 | $3,090-78.7% | $2,420-72.9% | $4,660-85.9% |
| Participant deferral / active EE | $5,258 | $4,912+7.0% | $4,411+19.2% | $6,688-21.4% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |