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 | $119,237 | $183,592-35.1% | $155,567-23.4% | $145,959-18.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 15.59% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,296 | $5,315-75.6% | $4,674-72.3% | $4,661-72.2% |
| Participant deferral / active EE | $4,786 | $6,464-26.0% | $5,628-15.0% | $6,689-28.5% |
| Admin fee / account holder | $199 | $19,318-99.0% | $15,916-98.8% | $13,398-98.5% |