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 | $36,583 | $101,069-63.8% | $81,478-55.1% | $147,584-75.2% |
| Participation rate | 65.2% | 74.5%-9.2pp | 68.0%-2.7pp | 82.8%-17.6pp |
| Annual return | 22.72% | 32.40%-9.7pp | 38.78%-16.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,160 | $3,205-32.6% | $2,568-15.9% | $4,876-55.7% |
| Participant deferral / active EE | $2,391 | $4,242-43.6% | $3,537-32.4% | $5,439-56.0% |
| Admin fee / account holder | $220 | $5,812-96.2% | $4,561-95.2% | $10,885-98.0% |