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 | $56,064 | $107,334-47.8% | $92,893-39.6% | $152,861-63.3% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.4%-24.6pp |
| Annual return | 24.76% | 145.58%-120.8pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,344 | $4,221-68.2% | $3,653-63.2% | $4,762-71.8% |
| Participant deferral / active EE | $6,085 | $4,845+25.6% | $4,236+43.7% | $5,850+4.0% |
| Admin fee / account holder | $4 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |