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 | $33,640 | $108,642-69.0% | $74,701-55.0% | $152,861-78.0% |
| Participation rate | 52.2% | 65.3%-13.2pp | 54.5%-2.3pp | 82.4%-30.3pp |
| Annual return | 24.36% | 114.06%-89.7pp | 752.92%-728.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,105 | $1,503-26.4% | $1,084+2.0% | $4,762-76.8% |
| Participant deferral / active EE | $2,924 | $2,712+7.8% | $1,964+48.9% | $5,850-50.0% |
| Admin fee / account holder | $155 | $4,902-96.8% | $3,333-95.3% | $11,596-98.7% |