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 | $32,222 | $69,518-53.6% | $59,878-46.2% | $135,375-76.2% |
| Participation rate | 54.2% | 77.8%-23.7pp | 74.7%-20.5pp | 82.6%-28.5pp |
| Annual return | 8.90% | 7.94%+1.0pp | 3.46%+5.4pp | 519.73%-510.8pp |
| Employer contribution / active EE | $1,108 | $3,235-65.8% | $2,722-59.3% | $4,779-76.8% |
| Participant deferral / active EE | $1,236 | $4,206-70.6% | $3,402-63.7% | $5,609-78.0% |
| Admin fee / account holder | $20 | $5,734-99.7% | $3,590-99.5% | $10,827-99.8% |