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 | $42,553 | $177,572-76.0% | $154,803-72.5% | $142,382-70.1% |
| Participation rate | 35.3% | 82.1%-46.8pp | 78.1%-42.8pp | 80.1%-44.8pp |
| Annual return | 14.27% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,387 | $4,810-50.4% | $4,305-44.6% | $4,299-44.5% |
| Participant deferral / active EE | $2,725 | $6,272-56.6% | $5,540-50.8% | $6,507-58.1% |
| Admin fee / account holder | $216 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |