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 | $42,053 | $103,949-59.5% | $69,182-39.2% | $273,961-84.7% |
| Participation rate | 40.0% | 67.4%-27.4pp | 55.1%-15.1pp | 83.0%-43.0pp |
| Annual return | 13.29% | 35.28%-22.0pp | -21.93%+35.2pp | 41.45%-28.2pp |
| Employer contribution / active EE | $872 | $1,783-51.1% | $1,206-27.7% | $4,869-82.1% |
| Participant deferral / active EE | $4,346 | $2,716+60.0% | $1,897+129.1% | $5,287-17.8% |
| Admin fee / account holder | $191 | $3,671-94.8% | $2,697-92.9% | $10,132-98.1% |