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 | $55,663 | $159,602-65.1% | $150,045-62.9% | $142,382-60.9% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 19.66% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,053 | $4,961-58.6% | $4,693-56.3% | $4,299-52.3% |
| Participant deferral / active EE | $2,705 | $8,310-67.5% | $7,997-66.2% | $6,507-58.4% |
| Admin fee / account holder | $241 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |