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 | $33,527 | $99,652-66.4% | $78,778-57.4% | $147,584-77.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 25.89% | 47.28%-21.4pp | 35.62%-9.7pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,247 | $2,796-55.4% | $1,986-37.2% | $4,876-74.4% |
| Participant deferral / active EE | $2,291 | $3,664-37.5% | $2,958-22.6% | $5,439-57.9% |
| Admin fee / account holder | $104 | $7,155-98.5% | $5,134-98.0% | $10,885-99.0% |