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 | $36,637 | $106,890-65.7% | $84,015-56.4% | $152,861-76.0% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.4%-38.0pp |
| Annual return | 16.19% | 104.99%-88.8pp | 71.31%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,415 | $2,734-48.3% | $1,983-28.7% | $4,762-70.3% |
| Participant deferral / active EE | $4,453 | $4,011+11.0% | $3,239+37.5% | $5,850-23.9% |
| Admin fee / account holder | $116 | $8,285-98.6% | $6,101-98.1% | $11,596-99.0% |