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 | $32,355 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 11.80% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,663 | $4,810-65.4% | $4,305-61.4% | $4,299-61.3% |
| Participant deferral / active EE | $3,108 | $6,272-50.4% | $5,540-43.9% | $6,507-52.2% |
| Admin fee / account holder | $4 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |