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 | $25,760 | $81,632-68.4% | $70,449-63.4% | $158,922-83.8% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 15.54% | 208.40%-192.9pp | 109.03%-93.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $915 | $3,217-71.6% | $2,737-66.6% | $4,761-80.8% |
| Participant deferral / active EE | $953 | $4,554-79.1% | $3,709-74.3% | $5,982-84.1% |
| Admin fee / account holder | $25 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |