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 | $98,266 | $177,572-44.7% | $154,803-36.5% | $142,382-31.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.32% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,278 | $4,810-52.6% | $4,305-47.1% | $4,299-47.0% |
| Participant deferral / active EE | $5,285 | $6,272-15.7% | $5,540-4.6% | $6,507-18.8% |
| Admin fee / account holder | $106 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |