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 | $36,859 | $65,365-43.6% | $92,893-60.3% | $72,985-49.5% |
| Participation rate | 36.4% | 68.3%-31.9pp | 76.0%-39.6pp | 69.5%-33.1pp |
| Annual return | 21.17% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,386 | $2,594-46.6% | $3,653-62.1% | $2,440-43.2% |
| Participant deferral / active EE | $3,732 | $3,128+19.3% | $4,236-11.9% | $3,607+3.5% |
| Admin fee / account holder | $295 | $4,251-93.1% | $5,794-94.9% | $5,124-94.2% |