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 | $61,465 | $111,724-45.0% | $93,606-34.3% | $145,922-57.9% |
| Participation rate | 23.1% | 74.2%-51.1pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 14.05% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $589 | $3,090-81.0% | $2,420-75.7% | $4,660-87.4% |
| Participant deferral / active EE | $1,507 | $4,912-69.3% | $4,411-65.8% | $6,688-77.5% |
| Admin fee / account holder | $43 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |