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 | $56,901 | $165,335-65.6% | $149,696-62.0% | $158,922-64.2% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 16.45% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,562 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $4,195 | $7,181-41.6% | $6,842-38.7% | $5,982-29.9% |
| Admin fee / account holder | $249 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |