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 | $32,933 | $91,037-63.8% | $71,671-54.0% | $147,584-77.7% |
| Participation rate | 45.5% | 76.1%-30.7pp | 68.7%-23.3pp | 82.8%-37.4pp |
| Annual return | 21.57% | 20.48%+1.1pp | 20.65%+0.9pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,144 | $3,327-65.6% | $2,460-53.5% | $4,876-76.5% |
| Participant deferral / active EE | $2,838 | $4,498-36.9% | $3,438-17.4% | $5,439-47.8% |
| Admin fee / account holder | $290 | $8,613-96.6% | $5,558-94.8% | $10,885-97.3% |