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 | $84,743 | $99,652-15.0% | $78,778+7.6% | $147,584-42.6% |
| Participation rate | 47.6% | 76.2%-28.6pp | 69.2%-21.6pp | 82.8%-35.2pp |
| Annual return | 9.80% | 47.28%-37.5pp | 35.62%-25.8pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,076 | $2,796-61.5% | $1,986-45.8% | $4,876-77.9% |
| Participant deferral / active EE | $2,366 | $3,664-35.4% | $2,958-20.0% | $5,439-56.5% |
| Admin fee / account holder | $65 | $7,155-99.1% | $5,134-98.7% | $10,885-99.4% |