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 | $48,898 | $127,065-61.5% | $113,168-56.8% | $142,382-65.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 20.36% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,389 | $3,442-30.6% | $2,975-19.7% | $4,299-44.4% |
| Participant deferral / active EE | $5,240 | $5,716-8.3% | $5,107+2.6% | $6,507-19.5% |
| Admin fee / account holder | $121 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |