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 | $52,059 | $159,901-67.4% | $146,958-64.6% | $145,922-64.3% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 13.01% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,771 | $5,286-66.5% | $4,933-64.1% | $4,660-62.0% |
| Participant deferral / active EE | $4,364 | $8,428-48.2% | $8,070-45.9% | $6,688-34.7% |
| Admin fee / account holder | $200 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |