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 | $77,588 | $118,450-34.5% | $98,439-21.2% | $139,434-44.4% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 14.63% | 18.94%-4.3pp | 21.16%-6.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,075 | $3,609-42.5% | $3,048-31.9% | $4,751-56.3% |
| Participant deferral / active EE | $3,316 | $5,392-38.5% | $4,738-30.0% | $6,710-50.6% |
| Admin fee / account holder | $22 | $14,026-99.8% | $8,948-99.8% | $11,403-99.8% |