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 | $64,667 | $176,056-63.3% | $159,436-59.4% | $167,490-61.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.78% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,466 | $5,297-53.5% | $4,829-48.9% | $4,837-49.0% |
| Participant deferral / active EE | $3,329 | $7,750-57.0% | $7,352-54.7% | $6,341-47.5% |
| Admin fee / account holder | $38 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |