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 | $55,258 | $165,335-66.6% | $149,696-63.1% | $158,922-65.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.07% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,933 | $5,103-42.5% | $4,644-36.8% | $4,761-38.4% |
| Participant deferral / active EE | $9,681 | $7,181+34.8% | $6,842+41.5% | $5,982+61.8% |
| Admin fee / account holder | $286 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |