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 | $44,773 | $101,069-55.7% | $81,478-45.0% | $147,584-69.7% |
| Participation rate | 69.6% | 74.5%-4.9pp | 68.0%+1.6pp | 82.8%-13.3pp |
| Annual return | 17.21% | 32.40%-15.2pp | 38.78%-21.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,741 | $3,205-45.7% | $2,568-32.2% | $4,876-64.3% |
| Participant deferral / active EE | $3,470 | $4,242-18.2% | $3,537-1.9% | $5,439-36.2% |
| Admin fee / account holder | $233 | $5,812-96.0% | $4,561-94.9% | $10,885-97.9% |