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 | $75,151 | $183,519-59.1% | $155,509-51.7% | $145,922-48.5% |
| Participation rate | 68.4% | 82.7%-14.2pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 15.66% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,181 | $5,313-59.0% | $4,672-53.3% | $4,660-53.2% |
| Participant deferral / active EE | $5,293 | $6,462-18.1% | $5,626-5.9% | $6,688-20.9% |
| Admin fee / account holder | $95 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |