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 | $30,634 | $105,181-70.9% | $159,436-80.8% | $85,850-64.3% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 13.12% | 45.07%-32.0pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,815 | $3,318-15.2% | $4,829-41.7% | $2,565+9.7% |
| Participant deferral / active EE | $4,496 | $5,945-24.4% | $7,352-38.9% | $3,952+13.8% |
| Admin fee / account holder | $269 | $6,933-96.1% | $10,799-97.5% | $6,260-95.7% |