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 | $48,417 | $118,849-59.3% | $96,562-49.9% | $167,490-71.1% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 17.72% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,659 | $3,120+17.3% | $2,356+55.3% | $4,837-24.4% |
| Participant deferral / active EE | $1,775 | $4,616-61.5% | $3,849-53.9% | $6,341-72.0% |
| Admin fee / account holder | $278 | $8,065-96.6% | $6,181-95.5% | $12,309-97.7% |