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 | $78,001 | $112,881-30.9% | $90,951-14.2% | $158,922-50.9% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 24.44% | 215.79%-191.4pp | 134.60%-110.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $562 | $2,893-80.6% | $2,122-73.5% | $4,761-88.2% |
| Participant deferral / active EE | $2,635 | $4,128-36.2% | $3,373-21.9% | $5,982-55.9% |
| Admin fee / account holder | $255 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |