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 | $32,774 | $162,781-79.9% | $133,956-75.5% | $158,922-79.4% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 21.04% | 41.94%-20.9pp | 45.09%-24.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,165 | $4,975-76.6% | $3,919-70.3% | $4,761-75.5% |
| Participant deferral / active EE | $2,206 | $5,911-62.7% | $5,048-56.3% | $5,982-63.1% |
| Admin fee / account holder | $216 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |