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 | $55,536 | $111,535-50.2% | $105,223-47.2% | $137,256-59.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 19.60% | 237.85%-218.3pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,232 | $3,939-68.7% | $3,689-66.6% | $4,156-70.4% |
| Participant deferral / active EE | $1,540 | $5,500-72.0% | $5,072-69.6% | $6,407-76.0% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |