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 | $67,628 | $232,540-70.9% | $185,117-63.5% | $147,584-54.2% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 64.36% | 43.03%+21.3pp | 40.50%+23.9pp | 578.55%-514.2pp |
| Employer contribution / active EE | $1,378 | $5,195-73.5% | $4,182-67.0% | $4,876-71.7% |
| Participant deferral / active EE | $9,825 | $5,834+68.4% | $5,045+94.7% | $5,439+80.6% |
| Admin fee / account holder | $284 | $10,275-97.2% | $8,159-96.5% | $10,885-97.4% |