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 | $45,944 | $112,096-59.0% | $95,952-52.1% | $158,922-71.1% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 15.69% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,151 | $3,198-64.0% | $2,541-54.7% | $4,761-75.8% |
| Participant deferral / active EE | $2,347 | $4,784-50.9% | $4,167-43.7% | $5,982-60.8% |
| Admin fee / account holder | $287 | $10,130-97.2% | $6,795-95.8% | $11,246-97.5% |