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 | $30,440 | $175,202-82.6% | $149,673-79.7% | $139,434-78.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.20% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,778 | $5,474-67.5% | $4,818-63.1% | $4,751-62.6% |
| Participant deferral / active EE | $2,045 | $6,519-68.6% | $5,680-64.0% | $6,710-69.5% |
| Admin fee / account holder | $4 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |