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 | $88,800 | $133,922-33.7% | $116,228-23.6% | $142,382-37.6% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 18.98% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,183 | $3,446-65.7% | $2,994-60.5% | $4,299-72.5% |
| Participant deferral / active EE | $1,845 | $5,672-67.5% | $4,953-62.8% | $6,507-71.6% |
| Admin fee / account holder | $37 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |