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 | $76,053 | $110,502-31.2% | $80,716-5.8% | $167,490-54.6% |
| Participation rate | 60.0% | 64.0%-4.0pp | 54.2%+5.8pp | 82.1%-22.1pp |
| Annual return | 14.65% | 120.54%-105.9pp | 87.28%-72.6pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,506 | $1,543-2.4% | $1,160+29.8% | $4,837-68.9% |
| Participant deferral / active EE | $1,506 | $2,871-47.5% | $2,146-29.8% | $6,341-76.3% |
| Admin fee / account holder | $85 | $4,545-98.1% | $3,380-97.5% | $12,309-99.3% |