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 | $65,941 | $98,240-32.9% | $82,313-19.9% | $147,584-55.3% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 17.22% | 30.85%-13.6pp | 25.88%-8.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,484 | $3,192-53.5% | $2,428-38.9% | $4,876-69.6% |
| Participant deferral / active EE | $5,159 | $4,383+17.7% | $3,706+39.2% | $5,439-5.2% |
| Admin fee / account holder | $30 | $8,563-99.6% | $5,608-99.5% | $10,885-99.7% |