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 7-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 | $81,035 | $97,125-16.6% | $86,233-6.0% | $137,256-41.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 15.67% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,887 | $2,841-33.6% | $2,504-24.6% | $4,156-54.6% |
| Participant deferral / active EE | $4,455 | $5,180-14.0% | $4,559-2.3% | $6,407-30.5% |
| Admin fee / account holder | $103 | $9,725-98.9% | $8,342-98.8% | $12,270-99.2% |