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 | $21,132 | $107,452-80.3% | $91,541-76.9% | $142,382-85.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 20.19% | 22.06%-1.9pp | 20.50%-0.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,506 | $2,994-49.7% | $2,505-39.9% | $4,299-65.0% |
| Participant deferral / active EE | $1,884 | $4,754-60.4% | $4,008-53.0% | $6,507-71.0% |
| Admin fee / account holder | $290 | $8,834-96.7% | $6,956-95.8% | $12,624-97.7% |