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 | $62,953 | $81,632-22.9% | $70,449-10.6% | $158,922-60.4% |
| Participation rate | 64.7% | 77.7%-13.0pp | 75.1%-10.3pp | 82.0%-17.3pp |
| Annual return | 15.19% | 208.40%-193.2pp | 109.03%-93.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,634 | $3,217-49.2% | $2,737-40.3% | $4,761-65.7% |
| Participant deferral / active EE | $2,392 | $4,554-47.5% | $3,709-35.5% | $5,982-60.0% |
| Admin fee / account holder | $2 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |