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 | $39,122 | $102,966-62.0% | $90,281-56.7% | $152,861-74.4% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.4%-29.5pp |
| Annual return | 22.75% | 95.16%-72.4pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,070 | $3,139-34.1% | $2,854-27.5% | $4,762-56.5% |
| Participant deferral / active EE | $3,389 | $4,281-20.9% | $3,885-12.8% | $5,850-42.1% |
| Admin fee / account holder | $52 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |