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 | $71,898 | $99,652-27.9% | $78,778-8.7% | $147,584-51.3% |
| Participation rate | 68.4% | 76.2%-7.8pp | 69.2%-0.8pp | 82.8%-14.4pp |
| Annual return | 9.93% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,540 | $2,796-44.9% | $1,986-22.4% | $4,876-68.4% |
| Participant deferral / active EE | $2,565 | $3,664-30.0% | $2,958-13.3% | $5,439-52.8% |
| Admin fee / account holder | $32 | $7,155-99.6% | $5,134-99.4% | $10,885-99.7% |