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 | $37,813 | $157,256-76.0% | $141,162-73.2% | $152,861-75.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 27.67% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,797 | $5,261-27.8% | $4,735-19.8% | $4,762-20.3% |
| Participant deferral / active EE | $5,379 | $7,109-24.3% | $6,709-19.8% | $5,850-8.1% |
| Admin fee / account holder | $126 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |