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 | $35,800 | $107,334-66.6% | $92,893-61.5% | $152,861-76.6% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.4%-21.3pp |
| Annual return | 28.05% | 145.58%-117.5pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $4,984 | $4,221+18.1% | $3,653+36.4% | $4,762+4.7% |
| Participant deferral / active EE | $2,592 | $4,845-46.5% | $4,236-38.8% | $5,850-55.7% |
| Admin fee / account holder | $133 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |