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 | $31,947 | $127,065-74.9% | $113,168-71.8% | $142,382-77.6% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 17.97% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,812 | $3,442-18.3% | $2,975-5.5% | $4,299-34.6% |
| Participant deferral / active EE | $7,747 | $5,716+35.5% | $5,107+51.7% | $6,507+19.1% |
| Admin fee / account holder | $269 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |