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 | $97,750-14.1% | $103,464-18.8% | $145,959-42.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 14.03% | 25.43%-11.4pp | 23.91%-9.9pp | 561.95%-547.9pp |
| Employer contribution / active EE | $4,776 | $4,685+1.9% | $4,677+2.1% | $4,661+2.5% |
| Participant deferral / active EE | $9,430 | $6,603+42.8% | $6,624+42.4% | $6,689+41.0% |
| Admin fee / account holder | $111 | $12,515-99.1% | $9,410-98.8% | $13,398-99.2% |