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 | $54,815 | $165,335-66.8% | $149,696-63.4% | $158,922-65.5% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 20.53% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,354 | $5,103-73.5% | $4,644-70.8% | $4,761-71.6% |
| Participant deferral / active EE | $3,102 | $7,181-56.8% | $6,842-54.7% | $5,982-48.1% |
| Admin fee / account holder | $251 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |