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 | $72,369 | $124,281-41.8% | $109,143-33.7% | $167,490-56.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 13.26% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,216 | $4,207-71.1% | $3,722-67.3% | $4,837-74.9% |
| Participant deferral / active EE | $1,658 | $5,255-68.4% | $4,653-64.4% | $6,341-73.8% |
| Admin fee / account holder | $37 | $7,970-99.5% | $6,752-99.5% | $12,309-99.7% |