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 | $20,991 | $106,515-80.3% | $96,683-78.3% | $139,434-84.9% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 19.29% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,100 | $4,103-73.2% | $3,737-70.6% | $4,751-76.8% |
| Participant deferral / active EE | $1,473 | $5,454-73.0% | $4,878-69.8% | $6,710-78.0% |
| Admin fee / account holder | $118 | $7,877-98.5% | $6,730-98.2% | $11,403-99.0% |