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 | $32,748 | $83,337-60.7% | $67,834-51.7% | $273,961-88.0% |
| Participation rate | 63.6% | 76.4%-12.8pp | 68.8%-5.2pp | 83.0%-19.4pp |
| Annual return | 15.15% | 259.45%-244.3pp | 138.47%-123.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $3,290 | $3,287+0.1% | $2,403+36.9% | $4,869-32.4% |
| Participant deferral / active EE | $10,694 | $4,088+161.6% | $3,160+238.4% | $5,287+102.3% |
| Admin fee / account holder | $201 | $6,752-97.0% | $4,622-95.6% | $10,132-98.0% |