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 | $36,531 | $99,079-63.1% | $77,999-53.2% | $273,961-86.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 8.29% | 217.93%-209.6pp | 425.96%-417.7pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,174 | $3,308-64.5% | $2,470-52.5% | $4,869-75.9% |
| Participant deferral / active EE | $1,839 | $4,306-57.3% | $3,497-47.4% | $5,287-65.2% |
| Admin fee / account holder | $269 | $8,954-97.0% | $5,480-95.1% | $10,132-97.3% |