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 | $29,466 | $113,339-74.0% | $94,993-69.0% | $147,584-80.0% |
| Participation rate | 61.5% | 78.0%-16.4pp | 73.9%-12.3pp | 82.8%-21.3pp |
| Annual return | 20.54% | 20.77%-0.2pp | 27.12%-6.6pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,247 | $3,160-60.5% | $2,603-52.1% | $4,876-74.4% |
| Participant deferral / active EE | $1,899 | $3,777-49.7% | $3,317-42.7% | $5,439-65.1% |
| Admin fee / account holder | $160 | $6,063-97.4% | $4,960-96.8% | $10,885-98.5% |