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 | $56,478 | $157,256-64.1% | $141,162-60.0% | $152,861-63.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 23.67% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,959 | $5,261-62.8% | $4,735-58.6% | $4,762-58.9% |
| Participant deferral / active EE | $9,573 | $7,109+34.6% | $6,709+42.7% | $5,850+63.6% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |