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 | $66,450 | $175,202-62.1% | $149,673-55.6% | $139,434-52.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 24.97% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,506 | $5,474-72.5% | $4,818-68.7% | $4,751-68.3% |
| Participant deferral / active EE | $3,592 | $6,519-44.9% | $5,680-36.8% | $6,710-46.5% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |