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 | $31,657 | $175,202-81.9% | $149,673-78.8% | $139,434-77.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 33.77% | 166.71%-132.9pp | 134.42%-100.6pp | 372.94%-339.2pp |
| Employer contribution / active EE | $6,220 | $5,474+13.6% | $4,818+29.1% | $4,751+30.9% |
| Participant deferral / active EE | $3,813 | $6,519-41.5% | $5,680-32.9% | $6,710-43.2% |
| Admin fee / account holder | $191 | $16,150-98.8% | $13,210-98.6% | $11,403-98.3% |