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 | $56,330 | $61,605-8.6% | $112,229-49.8% | $75,163-25.1% |
| Participation rate | 56.0% | 61.7%-5.7pp | 72.4%-16.4pp | 67.2%-11.2pp |
| Annual return | 19.17% | 28.47%-9.3pp | 30.20%-11.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,192 | $2,015-40.9% | $3,430-65.3% | $2,670-55.4% |
| Participant deferral / active EE | $3,043 | $3,108-2.1% | $4,798-36.6% | $4,125-26.2% |
| Admin fee / account holder | $270 | $4,862-94.4% | $7,748-96.5% | $5,651-95.2% |