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 | $32,759 | $124,281-73.6% | $109,143-70.0% | $167,490-80.4% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 19.25% | 26.04%-6.8pp | 25.75%-6.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,874 | $4,207-55.5% | $3,722-49.6% | $4,837-61.3% |
| Participant deferral / active EE | $4,052 | $5,255-22.9% | $4,653-12.9% | $6,341-36.1% |
| Admin fee / account holder | $261 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |