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 | $66,596 | $106,515-37.5% | $96,683-31.1% | $139,434-52.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.25% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,769 | $4,103-56.9% | $3,737-52.6% | $4,751-62.8% |
| Participant deferral / active EE | $3,598 | $5,454-34.0% | $4,878-26.2% | $6,710-46.4% |
| Admin fee / account holder | $140 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |