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 | $42,262 | $165,335-74.4% | $149,696-71.8% | $158,922-73.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.31% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,758 | $5,103-65.6% | $4,644-62.2% | $4,761-63.1% |
| Participant deferral / active EE | $3,679 | $7,181-48.8% | $6,842-46.2% | $5,982-38.5% |
| Admin fee / account holder | $290 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |