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 | $33,137 | $107,334-69.1% | $92,893-64.3% | $152,861-78.3% |
| Participation rate | 60.9% | 79.8%-18.9pp | 76.0%-15.1pp | 82.4%-21.6pp |
| Annual return | 20.28% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,489 | $4,221-64.7% | $3,653-59.2% | $4,762-68.7% |
| Participant deferral / active EE | $2,634 | $4,845-45.6% | $4,236-37.8% | $5,850-55.0% |
| Admin fee / account holder | $248 | $7,079-96.5% | $5,794-95.7% | $11,596-97.9% |