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 | $79,283 | $52,580+50.8% | $71,671+10.6% | $70,131+13.1% |
| Participation rate | 37.5% | 60.9%-23.4pp | 68.7%-31.2pp | 69.5%-32.0pp |
| Annual return | 15.88% | 20.25%-4.4pp | 20.65%-4.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $852 | $1,616-47.3% | $2,460-65.4% | $2,342-63.6% |
| Participant deferral / active EE | $1,558 | $2,386-34.7% | $3,438-54.7% | $3,332-53.2% |
| Admin fee / account holder | $2 | $3,653-99.9% | $5,558-100.0% | $4,645-100.0% |