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 3-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 | $83,962 | $97,744-14.1% | $103,476-18.9% | $145,922-42.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.8pp | 80.3%-13.6pp |
| Annual return | 14.03% | 25.41%-11.4pp | 23.90%-9.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,776 | $4,677+2.1% | $4,672+2.2% | $4,660+2.5% |
| Participant deferral / active EE | $9,430 | $6,603+42.8% | $6,623+42.4% | $6,688+41.0% |
| Admin fee / account holder | $111 | $12,515-99.1% | $9,413-98.8% | $13,397-99.2% |