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 | $46,160 | $107,334-57.0% | $92,893-50.3% | $152,861-69.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 23.04% | 145.58%-122.5pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,085 | $4,221-74.3% | $3,653-70.3% | $4,762-77.2% |
| Participant deferral / active EE | $1,720 | $4,845-64.5% | $4,236-59.4% | $5,850-70.6% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |