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 | $74,407 | $175,202-57.5% | $149,673-50.3% | $139,434-46.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 27.86% | 166.71%-138.8pp | 134.42%-106.6pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,238 | $5,474-77.4% | $4,818-74.3% | $4,751-73.9% |
| Participant deferral / active EE | $5,434 | $6,519-16.6% | $5,680-4.3% | $6,710-19.0% |
| Admin fee / account holder | $224 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |