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 | $50,444 | $202,318-75.1% | $172,739-70.8% | $152,861-67.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 19.72% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,511 | $5,856-74.2% | $5,143-70.6% | $4,762-68.3% |
| Participant deferral / active EE | $5,127 | $5,948-13.8% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $204 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |