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 | $94,644 | $152,587-38.0% | $125,175-24.4% | $152,861-38.1% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 15.51% | 54.84%-39.3pp | 43.79%-28.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,670 | $4,946-66.2% | $3,865-56.8% | $4,762-64.9% |
| Participant deferral / active EE | $3,264 | $5,868-44.4% | $4,937-33.9% | $5,850-44.2% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |