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 | $52,164 | $104,251-50.0% | $91,001-42.7% | $147,584-64.7% |
| Participation rate | 56.3% | 78.2%-22.0pp | 75.6%-19.4pp | 82.8%-26.6pp |
| Annual return | 12.49% | 27.06%-14.6pp | 4.60%+7.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $923 | $3,116-70.4% | $2,456-62.4% | $4,876-81.1% |
| Participant deferral / active EE | $4,163 | $4,195-0.8% | $3,547+17.3% | $5,439-23.5% |
| Admin fee / account holder | $39 | $8,948-99.6% | $5,417-99.3% | $10,885-99.6% |