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 | $60,865 | $63,346-3.9% | $92,233-34.0% | $70,131-13.2% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 20.90% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,714 | $2,471-30.7% | $3,679-53.4% | $2,342-26.8% |
| Participant deferral / active EE | $4,384 | $2,854+53.6% | $3,897+12.5% | $3,332+31.6% |
| Admin fee / account holder | $44 | $3,840-98.8% | $5,194-99.1% | $4,645-99.0% |