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 | $72,292 | $99,020-27.0% | $86,590-16.5% | $147,584-51.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 12.81% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $769 | $3,132-75.4% | $2,839-72.9% | $4,876-84.2% |
| Participant deferral / active EE | $2,110 | $3,972-46.9% | $3,609-41.5% | $5,439-61.2% |
| Admin fee / account holder | $80 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |