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 | $79,201 | $176,056-55.0% | $159,436-50.3% | $167,490-52.7% |
| Participation rate | 58.8% | 84.9%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 25.02% | 331.75%-306.7pp | 263.57%-238.6pp | 478.56%-453.5pp |
| Employer contribution / active EE | $4,221 | $5,297-20.3% | $4,829-12.6% | $4,837-12.8% |
| Participant deferral / active EE | $3,685 | $7,750-52.5% | $7,352-49.9% | $6,341-41.9% |
| Admin fee / account holder | $43 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |