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 | $68,745 | $111,724-38.5% | $93,606-26.6% | $145,922-52.9% |
| Participation rate | 68.2% | 74.2%-6.0pp | 68.7%-0.5pp | 80.3%-12.1pp |
| Annual return | 15.33% | 202.98%-187.7pp | 133.20%-117.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,171 | $3,090-62.1% | $2,420-51.6% | $4,660-74.9% |
| Participant deferral / active EE | $2,819 | $4,912-42.6% | $4,411-36.1% | $6,688-57.8% |
| Admin fee / account holder | $41 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |