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 | $39,793 | $817,678-95.1% | $392,568-89.9% | $152,861-74.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.1%-18.1pp | 82.4%-22.4pp |
| Annual return | 28.40% | 22.84%+5.6pp | 24.42%+4.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $901 | $5,502-83.6% | $3,783-76.2% | $4,762-81.1% |
| Participant deferral / active EE | $4,783 | $8,398-43.0% | $5,985-20.1% | $5,850-18.2% |
| Admin fee / account holder | $133 | $12,095-98.9% | $6,260-97.9% | $11,596-98.9% |