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 | $35,738 | $47,479-24.7% | $62,929-43.2% | $82,448-56.7% |
| Participation rate | 51.6% | 66.9%-15.3pp | 73.1%-21.5pp | 68.1%-16.5pp |
| Annual return | 15.78% | 20.34%-4.6pp | 1063.93%-1048.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $540 | $1,885-71.4% | $2,505-78.4% | $2,551-78.8% |
| Participant deferral / active EE | $1,750 | $2,870-39.0% | $3,888-55.0% | $4,139-57.7% |
| Admin fee / account holder | $252 | $3,804-93.4% | $5,065-95.0% | $7,234-96.5% |