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 | $29,793 | $140,940-78.9% | $112,229-73.5% | $139,434-78.6% |
| Participation rate | 68.4% | 79.2%-10.8pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 17.40% | 32.71%-15.3pp | 30.20%-12.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,246 | $4,283-70.9% | $3,430-63.7% | $4,751-73.8% |
| Participant deferral / active EE | $2,249 | $5,874-61.7% | $4,798-53.1% | $6,710-66.5% |
| Admin fee / account holder | $184 | $9,954-98.2% | $7,748-97.6% | $11,403-98.4% |