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 | $45,842 | $106,890-57.1% | $84,015-45.4% | $152,861-70.0% |
| Participation rate | 63.2% | 75.2%-12.1pp | 69.0%-5.9pp | 82.4%-19.3pp |
| Annual return | 16.79% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $686 | $2,734-74.9% | $1,983-65.4% | $4,762-85.6% |
| Participant deferral / active EE | $2,024 | $4,011-49.5% | $3,239-37.5% | $5,850-65.4% |
| Admin fee / account holder | $124 | $8,285-98.5% | $6,101-98.0% | $11,596-98.9% |