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 | $36,046 | $105,859-65.9% | $90,160-60.0% | $147,584-75.6% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 20.04% | 37.63%-17.6pp | 34.88%-14.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,828 | $4,126-55.7% | $3,318-44.9% | $4,876-62.5% |
| Participant deferral / active EE | $4,362 | $5,733-23.9% | $5,288-17.5% | $5,439-19.8% |
| Admin fee / account holder | $250 | $8,046-96.9% | $5,943-95.8% | $10,885-97.7% |