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 | $129,094 | $201,272-35.9% | $184,203-29.9% | $145,922-11.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.10% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,628 | $7,022-62.6% | $6,427-59.1% | $4,660-43.6% |
| Participant deferral / active EE | $3,835 | $9,806-60.9% | $9,131-58.0% | $6,688-42.7% |
| Admin fee / account holder | $24 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |