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 | $93,725 | $154,117-39.2% | $129,995-27.9% | $139,434-32.8% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-16.9pp | 80.3%-18.8pp |
| Annual return | 24.56% | 32.48%-7.9pp | -137.18%+161.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,001 | $5,289-62.2% | $4,320-53.7% | $4,751-57.9% |
| Participant deferral / active EE | $6,138 | $6,710-8.5% | $5,820+5.5% | $6,710-8.5% |
| Admin fee / account holder | $6 | $14,007-100.0% | $10,614-99.9% | $11,403-99.9% |