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 | $33,727 | $48,570-30.6% | $130,648-74.2% | $72,985-53.8% |
| Participation rate | 55.2% | 58.6%-3.4pp | 71.7%-16.6pp | 69.5%-14.3pp |
| Annual return | 23.43% | 38.63%-15.2pp | 1708.96%-1685.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $887 | $1,334-33.5% | $4,092-78.3% | $2,440-63.7% |
| Participant deferral / active EE | $1,977 | $2,384-17.1% | $3,603-45.1% | $3,607-45.2% |
| Admin fee / account holder | $216 | $3,549-93.9% | $5,464-96.0% | $5,124-95.8% |