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 | $35,123 | $102,966-65.9% | $90,281-61.1% | $152,861-77.0% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.4%-24.6pp |
| Annual return | 21.78% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,496 | $3,139-52.3% | $2,854-47.6% | $4,762-68.6% |
| Participant deferral / active EE | $4,464 | $4,281+4.3% | $3,885+14.9% | $5,850-23.7% |
| Admin fee / account holder | $37 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |