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 | $28,793 | $112,881-74.5% | $90,951-68.3% | $158,922-81.9% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 11.60% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $716 | $2,893-75.3% | $2,122-66.3% | $4,761-85.0% |
| Participant deferral / active EE | $1,737 | $4,128-57.9% | $3,373-48.5% | $5,982-71.0% |
| Admin fee / account holder | $121 | $8,041-98.5% | $5,959-98.0% | $11,246-98.9% |