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 | $61,963 | $226,064-72.6% | $182,532-66.1% | $152,861-59.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 27.95% | 192.51%-164.6pp | 148.54%-120.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $663 | $4,978-86.7% | $4,076-83.7% | $4,762-86.1% |
| Participant deferral / active EE | $3,146 | $6,368-50.6% | $5,524-43.1% | $5,850-46.2% |
| Admin fee / account holder | $114 | $10,703-98.9% | $8,592-98.7% | $11,596-99.0% |