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 | $106,210 | $126,574-16.1% | $106,2130% | $145,922-27.2% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 12.90% | 224.79%-211.9pp | 116.14%-103.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,336 | $3,730-64.2% | $3,171-57.9% | $4,660-71.3% |
| Participant deferral / active EE | $4,386 | $5,724-23.4% | $5,016-12.6% | $6,688-34.4% |
| Admin fee / account holder | $52 | $17,304-99.7% | $11,033-99.5% | $13,397-99.6% |