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 | $21,742 | $107,334-79.7% | $92,893-76.6% | $152,861-85.8% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 25.16% | 145.58%-120.4pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,534 | $4,221-63.7% | $3,653-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $2,718 | $4,845-43.9% | $4,236-35.8% | $5,850-53.5% |
| Admin fee / account holder | $207 | $7,079-97.1% | $5,794-96.4% | $11,596-98.2% |