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 | $33,789 | $83,337-59.5% | $67,834-50.2% | $273,961-87.7% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 9.66% | 259.45%-249.8pp | 138.47%-128.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,527 | $3,287-53.5% | $2,403-36.5% | $4,869-68.6% |
| Participant deferral / active EE | $5,536 | $4,088+35.4% | $3,160+75.2% | $5,287+4.7% |
| Admin fee / account holder | $13 | $6,752-99.8% | $4,622-99.7% | $10,132-99.9% |