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 | $51,149 | $109,327-53.2% | $89,391-42.8% | $158,922-67.8% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 19.66% | 345.68%-326.0pp | 245.62%-226.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,308 | $3,170-27.2% | $2,586-10.7% | $4,761-51.5% |
| Participant deferral / active EE | $4,170 | $4,598-9.3% | $3,890+7.2% | $5,982-30.3% |
| Admin fee / account holder | $211 | $6,153-96.6% | $4,881-95.7% | $11,246-98.1% |