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 | $62,185 | $100,773-38.3% | $88,946-30.1% | $142,382-56.3% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 15.66% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,226 | $2,918-58.0% | $2,555-52.0% | $4,299-71.5% |
| Participant deferral / active EE | $2,788 | $5,230-46.7% | $4,581-39.2% | $6,507-57.2% |
| Admin fee / account holder | $295 | $9,693-97.0% | $8,261-96.4% | $12,624-97.7% |