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 | $37,567 | $138,065-72.8% | $123,544-69.6% | $135,375-72.2% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | 34.46% | 153.68%-119.2pp | 119.20%-84.7pp | 519.73%-485.3pp |
| Employer contribution / active EE | $2,270 | $5,151-55.9% | $4,628-51.0% | $4,779-52.5% |
| Participant deferral / active EE | $4,791 | $6,799-29.5% | $6,426-25.4% | $5,609-14.6% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |