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 | $83,046 | $202,432-59.0% | $169,368-51.0% | $139,434-40.4% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 9.33% | 531.74%-522.4pp | 405.60%-396.3pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,829 | $4,692-39.7% | $4,013-29.5% | $4,751-40.4% |
| Participant deferral / active EE | $3,883 | $6,938-44.0% | $6,221-37.6% | $6,710-42.1% |
| Admin fee / account holder | $16 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |