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 | $62,540 | $99,079-36.9% | $77,999-19.8% | $273,961-77.2% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.5%-21.0pp | 83.0%-28.5pp |
| Annual return | 8.66% | 217.93%-209.3pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,264 | $3,308-61.8% | $2,470-48.8% | $4,869-74.0% |
| Participant deferral / active EE | $1,956 | $4,306-54.6% | $3,497-44.1% | $5,287-63.0% |
| Admin fee / account holder | $272 | $8,954-97.0% | $5,480-95.0% | $10,132-97.3% |