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 | $38,129 | $104,251-63.4% | $91,001-58.1% | $147,584-74.2% |
| Participation rate | 29.4% | 78.2%-48.8pp | 75.6%-46.2pp | 82.8%-53.4pp |
| Annual return | 13.53% | 27.06%-13.5pp | 4.60%+8.9pp | 578.55%-565.0pp |
| Employer contribution / active EE | $998 | $3,116-68.0% | $2,456-59.4% | $4,876-79.5% |
| Participant deferral / active EE | $1,364 | $4,195-67.5% | $3,547-61.6% | $5,439-74.9% |
| Admin fee / account holder | $300 | $8,948-96.6% | $5,417-94.5% | $10,885-97.2% |