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 | $78,251 | $149,679-47.7% | $117,039-33.1% | $147,584-47.0% |
| Participation rate | 64.3% | 83.5%-19.2pp | 77.2%-12.9pp | 82.8%-18.5pp |
| Annual return | 15.71% | 19.31%-3.6pp | 18.95%-3.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,154 | $4,937-76.6% | $3,785-69.5% | $4,876-76.3% |
| Participant deferral / active EE | $1,921 | $4,912-60.9% | $3,929-51.1% | $5,439-64.7% |
| Admin fee / account holder | $78 | $7,856-99.0% | $5,974-98.7% | $10,885-99.3% |