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 | $73,220 | $109,327-33.0% | $89,391-18.1% | $158,922-53.9% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.0%-41.3pp | 82.0%-55.3pp |
| Annual return | 22.92% | 345.68%-322.8pp | 245.62%-222.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $592 | $3,170-81.3% | $2,586-77.1% | $4,761-87.6% |
| Participant deferral / active EE | $3,045 | $4,598-33.8% | $3,890-21.7% | $5,982-49.1% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |