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 | $34,131 | $105,931-67.8% | $81,930-58.3% | $158,922-78.5% |
| Participation rate | 38.5% | 75.6%-37.1pp | 72.0%-33.5pp | 82.0%-43.5pp |
| Annual return | 21.96% | 38.17%-16.2pp | 29.49%-7.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,115 | $7,800-85.7% | $4,310-74.1% | $4,761-76.6% |
| Participant deferral / active EE | $1,826 | $13,003-86.0% | $7,107-74.3% | $5,982-69.5% |
| Admin fee / account holder | $12 | $8,489-99.9% | $5,158-99.8% | $11,246-99.9% |