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 | $87,781 | $111,724-21.4% | $93,606-6.2% | $145,922-39.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.58% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,602 | $3,090-48.1% | $2,420-33.8% | $4,660-65.6% |
| Participant deferral / active EE | $5,000 | $4,912+1.8% | $4,411+13.3% | $6,688-25.2% |
| Admin fee / account holder | $30 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |