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 | $51,054 | $165,335-69.1% | $149,696-65.9% | $158,922-67.9% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 22.14% | 348.15%-326.0pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,553 | $5,103-69.6% | $4,644-66.6% | $4,761-67.4% |
| Participant deferral / active EE | $4,712 | $7,181-34.4% | $6,842-31.1% | $5,982-21.2% |
| Admin fee / account holder | $8 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |