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 | $53,962 | $197,591-72.7% | $177,821-69.7% | $158,922-66.0% |
| Participation rate | 65.2% | 88.5%-23.3pp | 87.7%-22.5pp | 82.0%-16.7pp |
| Annual return | 28.70% | 58.76%-30.1pp | 48.32%-19.6pp | 302.83%-274.1pp |
| Employer contribution / active EE | $1,709 | $6,697-74.5% | $5,918-71.1% | $4,761-64.1% |
| Participant deferral / active EE | $6,550 | $8,405-22.1% | $7,714-15.1% | $5,982+9.5% |
| Admin fee / account holder | $183 | $15,399-98.8% | $12,427-98.5% | $11,246-98.4% |