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 | $39,162 | $111,754-65.0% | $103,333-62.1% | $145,922-73.2% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 11.96% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,839 | $4,212-32.6% | $3,868-26.6% | $4,660-39.1% |
| Participant deferral / active EE | $2,500 | $5,619-55.5% | $5,057-50.6% | $6,688-62.6% |
| Admin fee / account holder | $56 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |