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 | $133,494 | $162,781-18.0% | $133,956-0.3% | $158,922-16.0% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 19.03% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,295 | $4,975-74.0% | $3,919-66.9% | $4,761-72.8% |
| Participant deferral / active EE | $4,163 | $5,911-29.6% | $5,048-17.5% | $5,982-30.4% |
| Admin fee / account holder | $271 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |