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 | $48,682 | $106,890-54.5% | $84,015-42.1% | $152,861-68.2% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.4%-38.7pp |
| Annual return | 19.81% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,002 | $2,734-63.4% | $1,983-49.5% | $4,762-79.0% |
| Participant deferral / active EE | $2,638 | $4,011-34.2% | $3,239-18.5% | $5,850-54.9% |
| Admin fee / account holder | $297 | $8,285-96.4% | $6,101-95.1% | $11,596-97.4% |