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 | $37,942 | $101,069-62.5% | $81,478-53.4% | $147,584-74.3% |
| Participation rate | 69.2% | 74.5%-5.2pp | 68.0%+1.3pp | 82.8%-13.6pp |
| Annual return | 15.35% | 32.40%-17.1pp | 38.78%-23.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,088 | $3,205-66.1% | $2,568-57.6% | $4,876-77.7% |
| Participant deferral / active EE | $5,099 | $4,242+20.2% | $3,537+44.2% | $5,439-6.3% |
| Admin fee / account holder | $44 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |