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 | $62,866 | $105,931-40.7% | $81,930-23.3% | $158,922-60.4% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.9pp | 82.0%-24.8pp |
| Annual return | 9.31% | 38.17%-28.9pp | 29.49%-20.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,187 | $7,800-84.8% | $4,310-72.5% | $4,761-75.1% |
| Participant deferral / active EE | $2,907 | $13,003-77.6% | $7,107-59.1% | $5,982-51.4% |
| Admin fee / account holder | $58 | $8,489-99.3% | $5,158-98.9% | $11,246-99.5% |