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 | $40,661 | $197,591-79.4% | $177,821-77.1% | $158,922-74.4% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.7%-22.7pp | 82.0%-17.0pp |
| Annual return | 23.16% | 58.76%-35.6pp | 48.32%-25.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,879 | $6,697-71.9% | $5,918-68.3% | $4,761-60.5% |
| Participant deferral / active EE | $4,095 | $8,405-51.3% | $7,714-46.9% | $5,982-31.5% |
| Admin fee / account holder | $5 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |