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 | $49,451 | $168,632-70.7% | $147,614-66.5% | $125,391-60.6% |
| Participation rate | 68.8% | 88.8%-20.0pp | 84.6%-15.9pp | 83.2%-14.4pp |
| Annual return | 1.05% | 77.65%-76.6pp | 61.98%-60.9pp | 282.22%-281.2pp |
| Employer contribution / active EE | $3,180 | $6,252-49.1% | $5,564-42.8% | $4,866-34.6% |
| Participant deferral / active EE | $6,846 | $5,507+24.3% | $4,895+39.8% | $5,352+27.9% |
| Admin fee / account holder | $150 | $13,580-98.9% | $11,611-98.7% | $9,540-98.4% |