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 | $34,749 | $102,966-66.3% | $90,281-61.5% | $152,861-77.3% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 25.54% | 95.16%-69.6pp | 78.10%-52.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,471 | $3,139-53.1% | $2,854-48.5% | $4,762-69.1% |
| Participant deferral / active EE | $3,779 | $4,281-11.7% | $3,885-2.7% | $5,850-35.4% |
| Admin fee / account holder | $66 | $6,171-98.9% | $5,351-98.8% | $11,596-99.4% |