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 | $47,710 | $127,386-62.5% | $115,037-58.5% | $125,391-62.0% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -1.24% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,942 | $5,166-43.1% | $4,608-36.2% | $4,866-39.5% |
| Participant deferral / active EE | $3,175 | $6,423-50.6% | $6,026-47.3% | $5,352-40.7% |
| Admin fee / account holder | $95 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |