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 | $70,935 | $96,484-26.5% | $75,886-6.5% | $152,861-53.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.3%-10.9pp | 82.4%-24.1pp |
| Annual return | 21.61% | 33.98%-12.4pp | 30.76%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,302 | $3,309-60.7% | $2,500-47.9% | $4,762-72.7% |
| Participant deferral / active EE | $4,947 | $4,553+8.7% | $3,603+37.3% | $5,850-15.4% |
| Admin fee / account holder | $62 | $8,078-99.2% | $5,418-98.9% | $11,596-99.5% |