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 | $98,567 | $175,202-43.7% | $149,673-34.1% | $139,434-29.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 13.60% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,246 | $5,474-59.0% | $4,818-53.4% | $4,751-52.7% |
| Participant deferral / active EE | $4,711 | $6,519-27.7% | $5,680-17.1% | $6,710-29.8% |
| Admin fee / account holder | $190 | $16,150-98.8% | $13,210-98.6% | $11,403-98.3% |