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 | $35,997 | $107,334-66.5% | $92,893-61.2% | $152,861-76.5% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 26.28% | 145.58%-119.3pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,208 | $4,221-71.4% | $3,653-66.9% | $4,762-74.6% |
| Participant deferral / active EE | $2,041 | $4,845-57.9% | $4,236-51.8% | $5,850-65.1% |
| Admin fee / account holder | $267 | $7,079-96.2% | $5,794-95.4% | $11,596-97.7% |