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 | $86,180 | $214,378-59.8% | $200,582-57.0% | $142,382-39.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 19.95% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $6,182 | $6,841-9.6% | $6,419-3.7% | $4,299+43.8% |
| Participant deferral / active EE | $12,710 | $9,865+28.8% | $9,331+36.2% | $6,507+95.3% |
| Admin fee / account holder | $202 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |