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 | $37,789 | $228,332-83.4% | $185,823-79.7% | $158,922-76.2% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 21.72% | 40.80%-19.1pp | 35.95%-14.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,322 | $4,967-73.4% | $4,087-67.7% | $4,761-72.2% |
| Participant deferral / active EE | $1,528 | $6,415-76.2% | $5,632-72.9% | $5,982-74.5% |
| Admin fee / account holder | $300 | $11,864-97.5% | $9,500-96.8% | $11,246-97.3% |