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 | $114,381-51.4% | $107,525-48.4% | $142,382-61.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 19.60% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,232 | $4,015-69.3% | $3,754-67.2% | $4,299-71.3% |
| Participant deferral / active EE | $1,540 | $5,564-72.3% | $5,116-69.9% | $6,507-76.3% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |