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 | $33,636 | $77,419-56.6% | $69,455-51.6% | $152,861-78.0% |
| Participation rate | 58.8% | 78.1%-19.3pp | 74.6%-15.8pp | 82.4%-23.6pp |
| Annual return | 27.77% | 39.06%-11.3pp | 28.97%-1.2pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,081 | $3,315-67.4% | $2,779-61.1% | $4,762-77.3% |
| Participant deferral / active EE | $1,370 | $4,414-69.0% | $3,535-61.2% | $5,850-76.6% |
| Admin fee / account holder | $69 | $6,207-98.9% | $3,839-98.2% | $11,596-99.4% |