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 | $19,661 | $111,535-82.4% | $105,223-81.3% | $137,256-85.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 25.38% | 237.85%-212.5pp | 180.65%-155.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $886 | $3,939-77.5% | $3,689-76.0% | $4,156-78.7% |
| Participant deferral / active EE | $1,771 | $5,500-67.8% | $5,072-65.1% | $6,407-72.4% |
| Admin fee / account holder | $160 | $9,721-98.4% | $8,859-98.2% | $12,270-98.7% |