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 | $48,927 | $112,881-56.7% | $90,951-46.2% | $158,922-69.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 21.43% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,879 | $2,893-35.1% | $2,122-11.4% | $4,761-60.5% |
| Participant deferral / active EE | $2,345 | $4,128-43.2% | $3,373-30.5% | $5,982-60.8% |
| Admin fee / account holder | $40 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |