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 | $50,771 | $111,535-54.5% | $105,223-51.7% | $137,256-63.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.74% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,730 | $3,939-56.1% | $3,689-53.1% | $4,156-58.4% |
| Participant deferral / active EE | $1,730 | $5,500-68.5% | $5,072-65.9% | $6,407-73.0% |
| Admin fee / account holder | $161 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |