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 | $35,020 | $115,770-69.8% | $101,248-65.4% | $158,922-78.0% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 16.54% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,685 | $4,175-59.6% | $3,660-54.0% | $4,761-64.6% |
| Participant deferral / active EE | $5,295 | $4,957+6.8% | $4,370+21.2% | $5,982-11.5% |
| Admin fee / account holder | $135 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |