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 | $56,941 | $175,202-67.5% | $149,673-62.0% | $139,434-59.2% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 16.16% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,304 | $5,474-76.2% | $4,818-72.9% | $4,751-72.6% |
| Participant deferral / active EE | $3,342 | $6,519-48.7% | $5,680-41.2% | $6,710-50.2% |
| Admin fee / account holder | $107 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |