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 | $44,705 | $103,949-57.0% | $69,182-35.4% | $273,961-83.7% |
| Participation rate | 36.8% | 67.4%-30.5pp | 55.1%-18.3pp | 83.0%-46.2pp |
| Annual return | 5.75% | 35.28%-29.5pp | -21.93%+27.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,520 | $1,783-14.8% | $1,206+26.0% | $4,869-68.8% |
| Participant deferral / active EE | $4,914 | $2,716+80.9% | $1,897+159.0% | $5,287-7.1% |
| Admin fee / account holder | $9 | $3,671-99.8% | $2,697-99.7% | $10,132-99.9% |