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 | $32,363 | $77,634-58.3% | $156,549-79.3% | $62,891-48.5% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.4pp | 69.3%-3.7pp |
| Annual return | 9.22% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,458 | $3,444-28.6% | $5,501-55.3% | $2,281+7.8% |
| Participant deferral / active EE | $4,557 | $3,045+49.6% | $4,871-6.4% | $3,203+42.3% |
| Admin fee / account holder | $131 | $5,561-97.7% | $13,027-99.0% | $4,296-97.0% |