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 | $50,130 | $157,256-68.1% | $141,162-64.5% | $152,861-67.2% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.4%-35.8pp |
| Annual return | 20.14% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,381 | $5,261-73.7% | $4,735-70.8% | $4,762-71.0% |
| Participant deferral / active EE | $3,044 | $7,109-57.2% | $6,709-54.6% | $5,850-48.0% |
| Admin fee / account holder | $147 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |