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 | $88,303 | $157,256-43.8% | $141,162-37.4% | $152,861-42.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 21.19% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,963 | $5,261-62.7% | $4,735-58.5% | $4,762-58.8% |
| Participant deferral / active EE | $5,096 | $7,109-28.3% | $6,709-24.0% | $5,850-12.9% |
| Admin fee / account holder | $45 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |