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 | $80,490 | $63,346+27.1% | $92,233-12.7% | $70,131+14.8% |
| Participation rate | 56.7% | 68.7%-12.0pp | 76.5%-19.8pp | 69.5%-12.9pp |
| Annual return | 19.91% | 530.12%-510.2pp | 176.28%-156.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,600 | $2,471-35.2% | $3,679-56.5% | $2,342-31.7% |
| Participant deferral / active EE | $4,145 | $2,854+45.3% | $3,897+6.4% | $3,332+24.4% |
| Admin fee / account holder | $243 | $3,840-93.7% | $5,194-95.3% | $4,645-94.8% |