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 | $17,277 | $202,432-91.5% | $169,368-89.8% | $139,434-87.6% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 16.70% | 531.74%-515.0pp | 405.60%-388.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $883 | $4,692-81.2% | $4,013-78.0% | $4,751-81.4% |
| Participant deferral / active EE | $2,230 | $6,938-67.9% | $6,221-64.2% | $6,710-66.8% |
| Admin fee / account holder | $101 | $10,708-99.1% | $9,003-98.9% | $11,403-99.1% |