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 | $63,136 | $217,402-71.0% | $185,823-66.0% | $167,490-62.3% |
| Participation rate | 68.8% | 86.0%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 13.54% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,620 | $5,873-72.4% | $5,167-68.7% | $4,837-66.5% |
| Participant deferral / active EE | $4,043 | $6,356-36.4% | $5,568-27.4% | $6,341-36.2% |
| Admin fee / account holder | $266 | $19,811-98.7% | $16,237-98.4% | $12,309-97.8% |