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 | $81,432 | $159,934-49.1% | $147,005-44.6% | $145,959-44.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.22% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,753 | $5,287-66.8% | $4,934-64.5% | $4,661-62.4% |
| Participant deferral / active EE | $3,332 | $8,427-60.5% | $8,070-58.7% | $6,689-50.2% |
| Admin fee / account holder | $258 | $15,053-98.3% | $13,006-98.0% | $13,398-98.1% |