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 | $40,823 | $99,652-59.0% | $78,778-48.2% | $147,584-72.3% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 14.11% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,391 | $2,796-14.5% | $1,986+20.4% | $4,876-51.0% |
| Participant deferral / active EE | $3,571 | $3,664-2.5% | $2,958+20.7% | $5,439-34.3% |
| Admin fee / account holder | $196 | $7,155-97.3% | $5,134-96.2% | $10,885-98.2% |