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 | $32,645 | $112,096-70.9% | $95,952-66.0% | $158,922-79.5% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 21.75% | 171.09%-149.3pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $940 | $3,198-70.6% | $2,541-63.0% | $4,761-80.3% |
| Participant deferral / active EE | $2,414 | $4,784-49.5% | $4,167-42.1% | $5,982-59.6% |
| Admin fee / account holder | $78 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |