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 | $50,676 | $115,770-56.2% | $101,248-49.9% | $158,922-68.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 17.44% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,574 | $4,175-62.3% | $3,660-57.0% | $4,761-66.9% |
| Participant deferral / active EE | $3,996 | $4,957-19.4% | $4,370-8.6% | $5,982-33.2% |
| Admin fee / account holder | $243 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |