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 | $35,270 | $74,888-52.9% | $71,209-50.5% | $142,382-75.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 14.16% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,707 | $2,854-40.2% | $2,721-37.3% | $4,299-60.3% |
| Participant deferral / active EE | $2,079 | $4,454-53.3% | $4,175-50.2% | $6,507-68.1% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |