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 | $69,865 | $78,705-11.2% | $117,854-40.7% | $70,131-0.4% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 18.38% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,552 | $2,223-30.2% | $3,786-59.0% | $2,342-33.8% |
| Participant deferral / active EE | $3,314 | $3,297+0.5% | $4,482-26.1% | $3,332-0.5% |
| Admin fee / account holder | $220 | $5,065-95.7% | $8,020-97.3% | $4,645-95.3% |