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 | $77,083 | $165,335-53.4% | $149,696-48.5% | $158,922-51.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 23.62% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,109 | $5,103-78.3% | $4,644-76.1% | $4,761-76.7% |
| Participant deferral / active EE | $3,257 | $7,181-54.6% | $6,842-52.4% | $5,982-45.6% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |