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 | $31,991 | $107,334-70.2% | $92,893-65.6% | $152,861-79.1% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 14.79% | 145.58%-130.8pp | 109.41%-94.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,187 | $4,845-54.9% | $4,236-48.4% | $5,850-62.6% |
| Admin fee / account holder | $205 | $7,079-97.1% | $5,794-96.5% | $11,596-98.2% |