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 | $23,250 | $226,064-89.7% | $182,532-87.3% | $152,861-84.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 33.22% | 192.51%-159.3pp | 148.54%-115.3pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,334 | $4,978-73.2% | $4,076-67.3% | $4,762-72.0% |
| Participant deferral / active EE | $1,565 | $6,368-75.4% | $5,524-71.7% | $5,850-73.2% |
| Admin fee / account holder | $92 | $10,703-99.1% | $8,592-98.9% | $11,596-99.2% |