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 | $41,757 | $165,335-74.7% | $149,696-72.1% | $158,922-73.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 121.46% | 348.15%-226.7pp | 276.60%-155.1pp | 302.83%-181.4pp |
| Employer contribution / active EE | $2,543 | $5,103-50.2% | $4,644-45.2% | $4,761-46.6% |
| Participant deferral / active EE | $3,770 | $7,181-47.5% | $6,842-44.9% | $5,982-37.0% |
| Admin fee / account holder | $278 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |