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 | $61,954 | $108,172-42.7% | $77,482-20.0% | $158,922-61.0% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 17.75% | 31.67%-13.9pp | 54.79%-37.0pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,188 | $1,325-10.3% | $986+20.4% | $4,761-75.0% |
| Participant deferral / active EE | $1,188 | $2,456-51.6% | $1,861-36.2% | $5,982-80.1% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |