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 | $33,963 | $198,466-82.9% | $170,442-80.1% | $147,584-77.0% |
| Participation rate | 43.5% | 88.0%-44.5pp | 83.6%-40.1pp | 82.8%-39.4pp |
| Annual return | 19.60% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,524 | $5,629-55.2% | $4,939-48.9% | $5,439-53.6% |
| Admin fee / account holder | $202 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |