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 | $42,740 | $175,202-75.6% | $149,673-71.4% | $139,434-69.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.99% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,589 | $5,474-71.0% | $4,818-67.0% | $4,751-66.6% |
| Participant deferral / active EE | $2,881 | $6,519-55.8% | $5,680-49.3% | $6,710-57.1% |
| Admin fee / account holder | $42 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |