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 | $36,688 | $83,337-56.0% | $67,834-45.9% | $273,961-86.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 11.88% | 259.45%-247.6pp | 138.47%-126.6pp | 41.45%-29.6pp |
| Employer contribution / active EE | $637 | $3,287-80.6% | $2,403-73.5% | $4,869-86.9% |
| Participant deferral / active EE | $1,434 | $4,088-64.9% | $3,160-54.6% | $5,287-72.9% |
| Admin fee / account holder | $272 | $6,752-96.0% | $4,622-94.1% | $10,132-97.3% |