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 | $33,762 | $67,823-50.2% | $52,425-35.6% | $137,256-75.4% |
| Participation rate | 38.1% | 63.9%-25.8pp | 55.6%-17.5pp | 80.0%-41.9pp |
| Annual return | 36.78% | 219.11%-182.3pp | 302.12%-265.3pp | 220.34%-183.6pp |
| Employer contribution / active EE | $1,003 | $1,163-13.8% | $914+9.7% | $4,156-75.9% |
| Participant deferral / active EE | $1,484 | $2,288-35.1% | $1,790-17.1% | $6,407-76.8% |
| Admin fee / account holder | $299 | $2,844-89.5% | $2,495-88.0% | $12,270-97.6% |