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 | $65,903 | $81,632-19.3% | $70,449-6.5% | $158,922-58.5% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 17.90% | 208.40%-190.5pp | 109.03%-91.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $805 | $3,217-75.0% | $2,737-70.6% | $4,761-83.1% |
| Participant deferral / active EE | $3,699 | $4,554-18.8% | $3,709-0.2% | $5,982-38.2% |
| Admin fee / account holder | -$36 | $6,193-100.6% | $3,845-100.9% | $11,246-100.3% |