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 | $116,587 | $52,279+123.0% | $89,391+30.4% | $79,858+46.0% |
| Participation rate | 48.5% | 57.5%-9.1pp | 68.0%-19.5pp | 69.6%-21.1pp |
| Annual return | 20.23% | 22.16%-1.9pp | 245.62%-225.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $857 | $1,572-45.5% | $2,586-66.9% | $2,471-65.3% |
| Participant deferral / active EE | $2,751 | $2,740+0.4% | $3,890-29.3% | $3,740-26.4% |
| Admin fee / account holder | $7 | $3,356-99.8% | $4,881-99.9% | $5,306-99.9% |