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 | $51,915 | $111,814-53.6% | $103,374-49.8% | $145,959-64.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.51% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,588 | $4,214-62.3% | $3,869-59.0% | $4,661-65.9% |
| Participant deferral / active EE | $1,923 | $5,618-65.8% | $5,058-62.0% | $6,689-71.2% |
| Admin fee / account holder | $195 | $9,754-98.0% | $8,394-97.7% | $13,398-98.5% |