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 | $74,057 | $107,334-31.0% | $92,893-20.3% | $152,861-51.6% |
| Participation rate | 29.2% | 79.8%-50.6pp | 76.0%-46.8pp | 82.4%-53.3pp |
| Annual return | 21.80% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $983 | $4,221-76.7% | $3,653-73.1% | $4,762-79.4% |
| Participant deferral / active EE | $3,521 | $4,845-27.3% | $4,236-16.9% | $5,850-39.8% |
| Admin fee / account holder | $103 | $7,079-98.5% | $5,794-98.2% | $11,596-99.1% |