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 | $37,918 | $126,574-70.0% | $106,213-64.3% | $145,922-74.0% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.95% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $977 | $3,730-73.8% | $3,171-69.2% | $4,660-79.0% |
| Participant deferral / active EE | $1,870 | $5,724-67.3% | $5,016-62.7% | $6,688-72.0% |
| Admin fee / account holder | $191 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |