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 | $51,527 | $162,781-68.3% | $133,956-61.5% | $158,922-67.6% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 9.95% | 41.94%-32.0pp | 45.09%-35.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $998 | $4,975-79.9% | $3,919-74.5% | $4,761-79.0% |
| Participant deferral / active EE | $3,284 | $5,911-44.4% | $5,048-34.9% | $5,982-45.1% |
| Admin fee / account holder | $10 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |