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 | $43,247 | $198,466-78.2% | $170,442-74.6% | $147,584-70.7% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 11.67% | 257.29%-245.6pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,388 | $6,184-77.6% | $5,433-74.5% | $4,876-71.5% |
| Participant deferral / active EE | $4,474 | $5,629-20.5% | $4,939-9.4% | $5,439-17.7% |
| Admin fee / account holder | $164 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |