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 | $64,555 | $114,381-43.6% | $107,525-40.0% | $142,382-54.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 13.60% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,265 | $4,015-68.5% | $3,754-66.3% | $4,299-70.6% |
| Participant deferral / active EE | $1,526 | $5,564-72.6% | $5,116-70.2% | $6,507-76.6% |
| Admin fee / account holder | $204 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |