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 | $46,405 | $179,726-74.2% | $156,263-70.3% | $142,382-67.4% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 12.05% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,230 | $5,069-75.7% | $4,333-71.6% | $4,299-71.4% |
| Participant deferral / active EE | $2,639 | $6,956-62.1% | $6,158-57.2% | $6,507-59.4% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |