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 | $69,951 | $102,966-32.1% | $90,281-22.5% | $152,861-54.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 17.19% | 95.16%-78.0pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,864 | $3,139-40.6% | $2,854-34.7% | $4,762-60.9% |
| Participant deferral / active EE | $4,191 | $4,281-2.1% | $3,885+7.9% | $5,850-28.4% |
| Admin fee / account holder | $115 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |