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 | $117,802 | $228,332-48.4% | $185,823-36.6% | $158,922-25.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.27% | 40.80%-27.5pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,238 | $4,967-75.1% | $4,087-69.7% | $4,761-74.0% |
| Participant deferral / active EE | $2,475 | $6,415-61.4% | $5,632-56.1% | $5,982-58.6% |
| Admin fee / account holder | $88 | $11,864-99.3% | $9,500-99.1% | $11,246-99.2% |