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 | $72,451 | $232,540-68.8% | $185,117-60.9% | $147,584-50.9% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 9.35% | 43.03%-33.7pp | 40.50%-31.1pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,389 | $5,195-54.0% | $4,182-42.9% | $4,876-51.0% |
| Participant deferral / active EE | $5,812 | $5,834-0.4% | $5,045+15.2% | $5,439+6.9% |
| Admin fee / account holder | $209 | $10,275-98.0% | $8,159-97.4% | $10,885-98.1% |