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 | $36,624 | $68,547-46.6% | $120,354-69.6% | $80,856-54.7% |
| Participation rate | 37.3% | 61.6%-24.3pp | 71.9%-34.7pp | 67.6%-30.4pp |
| Annual return | 19.00% | 23.60%-4.6pp | 107.15%-88.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,290 | $2,051-37.1% | $3,463-62.8% | $2,755-53.2% |
| Participant deferral / active EE | $2,853 | $3,173-10.1% | $4,991-42.8% | $4,296-33.6% |
| Admin fee / account holder | $279 | $5,732-95.1% | $9,423-97.0% | $6,918-96.0% |