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 | $22,888 | $172,111-86.7% | $150,298-84.8% | $137,256-83.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 67.57% | 69.37%-1.8pp | 62.79%+4.8pp | 220.34%-152.8pp |
| Employer contribution / active EE | $1,240 | $4,636-73.2% | $4,154-70.1% | $4,156-70.2% |
| Participant deferral / active EE | $10,954 | $6,166+77.7% | $5,453+100.9% | $6,407+71.0% |
| Admin fee / account holder | $125 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |