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 | $53,907 | $217,402-75.2% | $185,823-71.0% | $167,490-67.8% |
| Participation rate | 9.1% | 86.0%-77.0pp | 81.7%-72.6pp | 82.1%-73.0pp |
| Annual return | 10.54% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,735 | $5,873-36.4% | $5,167-27.7% | $4,837-22.8% |
| Participant deferral / active EE | $2,642 | $6,356-58.4% | $5,568-52.5% | $6,341-58.3% |
| Admin fee / account holder | $19 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |