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 | $46,489 | $158,398-70.7% | $126,539-63.3% | $142,382-67.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.60% | 593.76%-577.2pp | 425.95%-409.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,026 | $4,650-77.9% | $3,674-72.1% | $4,299-76.1% |
| Participant deferral / active EE | $1,992 | $4,767-58.2% | $4,083-51.2% | $6,507-69.4% |
| Admin fee / account holder | $296 | $6,918-95.7% | $6,065-95.1% | $12,624-97.7% |