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 | $46,755 | $112,881-58.6% | $90,951-48.6% | $158,922-70.6% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 21.36% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $922 | $2,893-68.1% | $2,122-56.6% | $4,761-80.6% |
| Participant deferral / active EE | $2,571 | $4,128-37.7% | $3,373-23.8% | $5,982-57.0% |
| Admin fee / account holder | $208 | $8,041-97.4% | $5,959-96.5% | $11,246-98.2% |