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 | $36,797 | $99,020-62.8% | $86,590-57.5% | $147,584-75.1% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 17.55% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $879 | $3,132-71.9% | $2,839-69.1% | $4,876-82.0% |
| Participant deferral / active EE | $2,751 | $3,972-30.8% | $3,609-23.8% | $5,439-49.4% |
| Admin fee / account holder | $27 | $5,710-99.5% | $4,906-99.5% | $10,885-99.8% |