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 | $101,836 | $202,432-49.7% | $169,368-39.9% | $139,434-27.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 15.48% | 531.74%-516.3pp | 405.60%-390.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,399 | $4,692-70.2% | $4,013-65.1% | $4,751-70.6% |
| Participant deferral / active EE | $4,974 | $6,938-28.3% | $6,221-20.1% | $6,710-25.9% |
| Admin fee / account holder | $270 | $10,708-97.5% | $9,003-97.0% | $11,403-97.6% |