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 | $86,079 | $112,096-23.2% | $95,952-10.3% | $158,922-45.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 14.53% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,775 | $3,198-13.2% | $2,541+9.2% | $4,761-41.7% |
| Participant deferral / active EE | $5,040 | $4,784+5.3% | $4,167+20.9% | $5,982-15.8% |
| Admin fee / account holder | $73 | $10,130-99.3% | $6,795-98.9% | $11,246-99.4% |