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 | $26,206 | $109,904-76.2% | $97,167-73.0% | $145,959-82.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.17% | 243.43%-232.3pp | 75.27%-64.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,193 | $3,084-61.3% | $2,729-56.3% | $4,661-74.4% |
| Participant deferral / active EE | $3,749 | $4,676-19.8% | $4,264-12.1% | $6,689-44.0% |
| Admin fee / account holder | $20 | $6,216-99.7% | $5,650-99.6% | $13,398-99.8% |