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 | $61,174 | $209,411-70.8% | $178,490-65.7% | $158,922-61.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.90% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,079 | $5,706-46.1% | $5,011-38.6% | $4,761-35.3% |
| Participant deferral / active EE | $3,408 | $5,954-42.8% | $5,202-34.5% | $5,982-43.0% |
| Admin fee / account holder | $260 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |