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 | $37,331 | $101,069-63.1% | $81,478-54.2% | $147,584-74.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 20.21% | 32.40%-12.2pp | 38.78%-18.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,118 | $3,205-33.9% | $2,568-17.5% | $4,876-56.6% |
| Participant deferral / active EE | $5,131 | $4,242+21.0% | $3,537+45.1% | $5,439-5.7% |
| Admin fee / account holder | $178 | $5,812-96.9% | $4,561-96.1% | $10,885-98.4% |