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 | $52,353-2.2% | $120,225-57.4% | $82,448-37.9% |
| Participation rate | 52.0% | 58.3%-6.3pp | 69.6%-17.6pp | 68.1%-16.1pp |
| Annual return | 26.57% | 61.85%-35.3pp | 439.23%-412.7pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,153 | $1,510-23.7% | $3,475-66.8% | $2,551-54.8% |
| Participant deferral / active EE | $3,033 | $2,627+15.5% | $3,999-24.2% | $4,139-26.7% |
| Admin fee / account holder | $140 | $4,363-96.8% | $5,696-97.5% | $7,234-98.1% |