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 | $43,290 | $114,381-62.2% | $107,525-59.7% | $142,382-69.6% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 12.36% | 242.71%-230.3pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,335 | $4,015-66.7% | $3,754-64.4% | $4,299-68.9% |
| Participant deferral / active EE | $3,399 | $5,564-38.9% | $5,116-33.6% | $6,507-47.8% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |