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 | $32,262 | $165,335-80.5% | $149,696-78.4% | $158,922-79.7% |
| Participation rate | 68.4% | 84.6%-16.1pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 20.13% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,542 | $5,103-69.8% | $4,644-66.8% | $4,761-67.6% |
| Participant deferral / active EE | $3,044 | $7,181-57.6% | $6,842-55.5% | $5,982-49.1% |
| Admin fee / account holder | $13 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |