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 | $70,981 | $89,753-20.9% | $107,525-34.0% | $84,808-16.3% |
| Participation rate | 65.7% | 68.1%-2.3pp | 75.1%-9.4pp | 68.3%-2.6pp |
| Annual return | 14.36% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,663 | $3,113-46.6% | $3,754-55.7% | $2,631-36.8% |
| Participant deferral / active EE | $5,204 | $4,056+28.3% | $5,116+1.7% | $4,212+23.6% |
| Admin fee / account holder | $297 | $7,222-95.9% | $8,919-96.7% | $7,344-96.0% |