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 | $183,519-35.0% | $155,509-23.3% | $145,922-18.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 15.59% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,296 | $5,313-75.6% | $4,672-72.3% | $4,660-72.2% |
| Participant deferral / active EE | $4,786 | $6,462-25.9% | $5,626-14.9% | $6,688-28.4% |
| Admin fee / account holder | $199 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |