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 | $22,381 | $177,572-87.4% | $154,803-85.5% | $142,382-84.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 13.45% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $951 | $4,810-80.2% | $4,305-77.9% | $4,299-77.9% |
| Participant deferral / active EE | $1,921 | $6,272-69.4% | $5,540-65.3% | $6,507-70.5% |
| Admin fee / account holder | $295 | $16,786-98.2% | $14,329-97.9% | $12,624-97.7% |