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 | $32,980 | $100,852-67.3% | $90,404-63.5% | $158,922-79.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 11.95% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $737 | $3,689-80.0% | $3,262-77.4% | $4,761-84.5% |
| Participant deferral / active EE | $843 | $4,348-80.6% | $3,963-78.7% | $5,982-85.9% |
| Admin fee / account holder | $291 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |