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 | $32,123 | $81,208-60.4% | $98,907-67.5% | $79,858-59.8% |
| Participation rate | 53.5% | 72.5%-19.0pp | 76.0%-22.5pp | 69.6%-16.1pp |
| Annual return | 23.02% | 60.99%-38.0pp | 196.43%-173.4pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,885 | $1,960-3.8% | $2,689-29.9% | $2,471-23.7% |
| Participant deferral / active EE | $3,517 | $3,265+7.7% | $4,244-17.1% | $3,740-6.0% |
| Admin fee / account holder | $226 | $6,013-96.2% | $6,642-96.6% | $5,306-95.7% |