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 | $79,836 | $91,190-12.5% | $178,490-55.3% | $79,8580% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.3pp | 69.6%-21.0pp |
| Annual return | 16.96% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,123 | $3,256-34.8% | $5,011-57.6% | $2,471-14.1% |
| Participant deferral / active EE | $4,466 | $3,236+38.0% | $5,202-14.1% | $3,740+19.4% |
| Admin fee / account holder | $95 | $6,751-98.6% | $13,984-99.3% | $5,306-98.2% |