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 | $90,572 | $144,119-37.2% | $117,854-23.1% | $147,584-38.6% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.89% | 531.15%-519.3pp | 335.08%-323.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,547 | $4,896-48.0% | $3,786-32.7% | $4,876-47.8% |
| Participant deferral / active EE | $12,267 | $5,316+130.8% | $4,482+173.7% | $5,439+125.5% |
| Admin fee / account holder | $77 | $10,886-99.3% | $8,020-99.0% | $10,885-99.3% |