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 | $32,128 | $148,534-78.4% | $135,903-76.4% | $139,434-77.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 15.98% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,018 | $5,243-61.5% | $4,856-58.5% | $4,751-57.5% |
| Participant deferral / active EE | $3,928 | $8,100-51.5% | $7,758-49.4% | $6,710-41.5% |
| Admin fee / account holder | $80 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |