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 | $58,338 | $95,416-38.9% | $185,823-68.6% | $85,850-32.0% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 17.07% | 23.59%-6.5pp | 122.05%-105.0pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,646 | $3,314-50.3% | $5,167-68.2% | $2,565-35.8% |
| Participant deferral / active EE | $4,097 | $3,423+19.7% | $5,568-26.4% | $3,952+3.7% |
| Admin fee / account holder | $104 | $7,213-98.6% | $16,237-99.4% | $6,260-98.3% |