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 | $84,349 | $165,335-49.0% | $149,696-43.7% | $158,922-46.9% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 12.26% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,461 | $5,103-71.4% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $5,329 | $7,181-25.8% | $6,842-22.1% | $5,982-10.9% |
| Admin fee / account holder | $294 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |