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 | $72,315 | $109,881-34.2% | $150,045-51.8% | $84,808-14.7% |
| Participation rate | 56.0% | 76.1%-20.1pp | 82.3%-26.3pp | 68.3%-12.3pp |
| Annual return | 18.51% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,149 | $3,561-67.7% | $4,693-75.5% | $2,631-56.3% |
| Participant deferral / active EE | $2,650 | $6,636-60.1% | $7,997-66.9% | $4,212-37.1% |
| Admin fee / account holder | $69 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |