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 | $49,430 | $165,912-70.2% | $122,332-59.6% | $147,584-66.5% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 17.44% | 34.55%-17.1pp | 30.27%-12.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,011 | $5,754-82.4% | $4,050-75.0% | $4,876-79.3% |
| Participant deferral / active EE | $4,046 | $4,005+1.0% | $3,287+23.1% | $5,439-25.6% |
| Admin fee / account holder | $240 | $7,424-96.8% | $5,478-95.6% | $10,885-97.8% |