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 | $38,938 | $96,484-59.6% | $75,886-48.7% | $152,861-74.5% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.4%-38.0pp |
| Annual return | 26.90% | 33.98%-7.1pp | 30.76%-3.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,735 | $3,309-47.6% | $2,500-30.6% | $4,762-63.6% |
| Participant deferral / active EE | $2,285 | $4,553-49.8% | $3,603-36.6% | $5,850-60.9% |
| Admin fee / account holder | $182 | $8,078-97.7% | $5,418-96.6% | $11,596-98.4% |