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 | $48,856 | $165,335-70.5% | $149,696-67.4% | $158,922-69.3% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 19.84% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,230 | $5,103-75.9% | $4,644-73.5% | $4,761-74.2% |
| Participant deferral / active EE | $6,668 | $7,181-7.1% | $6,842-2.5% | $5,982+11.5% |
| Admin fee / account holder | $255 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |