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 | $63,400 | $107,334-40.9% | $92,893-31.7% | $152,861-58.5% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.4%-52.4pp |
| Annual return | 24.17% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $841 | $4,221-80.1% | $3,653-77.0% | $4,762-82.3% |
| Participant deferral / active EE | $3,727 | $4,845-23.1% | $4,236-12.0% | $5,850-36.3% |
| Admin fee / account holder | $176 | $7,079-97.5% | $5,794-97.0% | $11,596-98.5% |