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 | $23,362 | $105,859-77.9% | $90,160-74.1% | $147,584-84.2% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 17.82% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,166 | $4,126-71.7% | $3,318-64.9% | $4,876-76.1% |
| Participant deferral / active EE | $1,743 | $5,733-69.6% | $5,288-67.0% | $5,439-67.9% |
| Admin fee / account holder | $115 | $8,046-98.6% | $5,943-98.1% | $10,885-98.9% |