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 | $37,908 | $71,809-47.2% | $61,048-37.9% | $152,861-75.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 79.3%-29.3pp | 82.4%-32.4pp |
| Annual return | 24.48% | 29.74%-5.3pp | 26.18%-1.7pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,928 | $4,545-57.6% | $3,716-48.1% | $4,762-59.5% |
| Participant deferral / active EE | $4,109 | $5,467-24.8% | $4,470-8.1% | $5,850-29.8% |
| Admin fee / account holder | $225 | $4,750-95.3% | $3,728-94.0% | $11,596-98.1% |