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 | $21,742 | $105,859-79.5% | $90,160-75.9% | $147,584-85.3% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 18.69% | 37.63%-18.9pp | 34.88%-16.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,830 | $4,126-55.6% | $3,318-44.8% | $4,876-62.5% |
| Participant deferral / active EE | $2,856 | $5,733-50.2% | $5,288-46.0% | $5,439-47.5% |
| Admin fee / account holder | $286 | $8,046-96.4% | $5,943-95.2% | $10,885-97.4% |