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 | $50,297 | $165,912-69.7% | $122,332-58.9% | $147,584-65.9% |
| Participation rate | 58.8% | 79.6%-20.8pp | 71.6%-12.8pp | 82.8%-24.0pp |
| Annual return | 21.72% | 34.55%-12.8pp | 30.27%-8.5pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,317 | $5,754-77.1% | $4,050-67.5% | $4,876-73.0% |
| Participant deferral / active EE | $2,828 | $4,005-29.4% | $3,287-13.9% | $5,439-48.0% |
| Admin fee / account holder | $266 | $7,424-96.4% | $5,478-95.1% | $10,885-97.6% |