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 | $64,038 | $118,450-45.9% | $98,439-34.9% | $139,434-54.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 22.28% | 18.94%+3.3pp | 21.16%+1.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,970 | $3,609-45.4% | $3,048-35.4% | $4,751-58.5% |
| Participant deferral / active EE | $2,807 | $5,392-47.9% | $4,738-40.8% | $6,710-58.2% |
| Admin fee / account holder | $45 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |