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 | $67,691 | $106,515-36.4% | $96,683-30.0% | $139,434-51.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.41% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,579 | $4,103-61.5% | $3,737-57.7% | $4,751-66.8% |
| Participant deferral / active EE | $5,865 | $5,454+7.5% | $4,878+20.2% | $6,710-12.6% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |