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 | $51,212 | $53,516-4.3% | $126,539-59.5% | $84,808-39.6% |
| Participation rate | 52.0% | 58.2%-6.2pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 26.57% | 58.34%-31.8pp | 425.95%-399.4pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,153 | $1,535-24.9% | $3,674-68.6% | $2,631-56.2% |
| Participant deferral / active EE | $3,033 | $2,671+13.6% | $4,083-25.7% | $4,212-28.0% |
| Admin fee / account holder | $140 | $4,497-96.9% | $6,065-97.7% | $7,344-98.1% |