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 | $87,416 | $177,572-50.8% | $154,803-43.5% | $142,382-38.6% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.1%-19.2pp | 80.1%-21.3pp |
| Annual return | 17.55% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,109 | $4,810-76.9% | $4,305-74.2% | $4,299-74.2% |
| Participant deferral / active EE | $2,294 | $6,272-63.4% | $5,540-58.6% | $6,507-64.7% |
| Admin fee / account holder | $109 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |