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 | $58,946 | $104,251-43.5% | $91,001-35.2% | $147,584-60.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 9.60% | 27.06%-17.5pp | 4.60%+5.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $933 | $3,116-70.0% | $2,456-62.0% | $4,876-80.9% |
| Participant deferral / active EE | $1,200 | $4,195-71.4% | $3,547-66.2% | $5,439-77.9% |
| Admin fee / account holder | $125 | $8,948-98.6% | $5,417-97.7% | $10,885-98.9% |