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 5-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 | $32,097 | $85,022-62.2% | $70,515-54.5% | $139,434-77.0% |
| Participation rate | 27.8% | 73.9%-46.1pp | 68.3%-40.6pp | 80.3%-52.5pp |
| Annual return | 30.73% | 30.38%+0.3pp | 32.77%-2.0pp | 372.94%-342.2pp |
| Employer contribution / active EE | $606 | $3,909-84.5% | $2,973-79.6% | $4,751-87.3% |
| Participant deferral / active EE | $3,030 | $5,890-48.6% | $4,567-33.7% | $6,710-54.8% |
| Admin fee / account holder | $57 | $8,906-99.4% | $6,412-99.1% | $11,403-99.5% |