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 | $71,370 | $180,449-60.4% | $154,107-53.7% | $135,375-47.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.01% | 888.09%-887.1pp | 735.12%-734.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,757 | $6,035-70.9% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $2,794 | $5,806-51.9% | $5,081-45.0% | $5,609-50.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |