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 | $46,057 | $107,334-57.1% | $92,893-50.4% | $152,861-69.9% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.4%-14.0pp |
| Annual return | 22.82% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $777 | $4,221-81.6% | $3,653-78.7% | $4,762-83.7% |
| Participant deferral / active EE | $2,252 | $4,845-53.5% | $4,236-46.8% | $5,850-61.5% |
| Admin fee / account holder | $9 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |