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 | $62,457 | $106,890-41.6% | $84,015-25.7% | $152,861-59.1% |
| Participation rate | 59.1% | 75.2%-16.1pp | 69.0%-9.9pp | 82.4%-23.4pp |
| Annual return | 25.74% | 104.99%-79.2pp | 71.31%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,046 | $2,734-61.8% | $1,983-47.3% | $4,762-78.0% |
| Participant deferral / active EE | $3,816 | $4,011-4.9% | $3,239+17.8% | $5,850-34.8% |
| Admin fee / account holder | $37 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |