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 | $44,332 | $127,065-65.1% | $113,168-60.8% | $142,382-68.9% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 19.00% | 24.03%-5.0pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,489 | $3,442-27.7% | $2,975-16.3% | $4,299-42.1% |
| Participant deferral / active EE | $5,375 | $5,716-6.0% | $5,107+5.2% | $6,507-17.4% |
| Admin fee / account holder | $277 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |