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 | $60,971 | $149,734-59.3% | $118,925-48.7% | $158,922-61.6% |
| Participation rate | 54.5% | 82.1%-27.5pp | 75.4%-20.8pp | 82.0%-27.4pp |
| Annual return | 18.45% | 19.95%-1.5pp | 35.88%-17.4pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,130 | $4,115-72.5% | $3,263-65.4% | $4,761-76.3% |
| Participant deferral / active EE | $2,909 | $5,223-44.3% | $4,265-31.8% | $5,982-51.4% |
| Admin fee / account holder | $237 | $8,603-97.2% | $6,581-96.4% | $11,246-97.9% |