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 | $36,916 | $72,071-48.8% | $68,368-46.0% | $137,256-73.1% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 14.32% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,691 | $2,788-39.3% | $2,649-36.1% | $4,156-59.3% |
| Participant deferral / active EE | $2,116 | $4,410-52.0% | $4,123-48.7% | $6,407-67.0% |
| Admin fee / account holder | $138 | $5,336-97.4% | $5,150-97.3% | $12,270-98.9% |