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 | $51,544 | $78,672-34.5% | $109,143-52.8% | $85,850-40.0% |
| Participation rate | 55.0% | 68.3%-13.3pp | 75.9%-20.9pp | 69.3%-14.3pp |
| Annual return | 17.77% | 25.09%-7.3pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,209 | $2,735-55.8% | $3,722-67.5% | $2,565-52.9% |
| Participant deferral / active EE | $1,872 | $3,467-46.0% | $4,653-59.8% | $3,952-52.6% |
| Admin fee / account holder | $254 | $5,469-95.4% | $6,752-96.2% | $6,260-95.9% |