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 | $58,774 | $115,770-49.2% | $101,248-42.0% | $158,922-63.0% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 8.80% | 56.14%-47.3pp | 46.47%-37.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,486 | $4,175-64.4% | $3,660-59.4% | $4,761-68.8% |
| Participant deferral / active EE | $5,578 | $4,957+12.5% | $4,370+27.6% | $5,982-6.8% |
| Admin fee / account holder | $269 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |