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 | $73,436 | $102,966-28.7% | $90,281-18.7% | $152,861-52.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 16.56% | 95.16%-78.6pp | 78.10%-61.5pp | 345.32%-328.8pp |
| Employer contribution / active EE | $5,007 | $3,139+59.5% | $2,854+75.4% | $4,762+5.1% |
| Participant deferral / active EE | $6,706 | $4,281+56.6% | $3,885+72.6% | $5,850+14.6% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |