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 | $33,838 | $99,652-66.0% | $78,778-57.0% | $147,584-77.1% |
| Participation rate | 58.8% | 76.2%-17.4pp | 69.2%-10.4pp | 82.8%-24.0pp |
| Annual return | 33.09% | 47.28%-14.2pp | 35.62%-2.5pp | 578.55%-545.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,018 | $3,664-44.9% | $2,958-31.8% | $5,439-62.9% |
| Admin fee / account holder | $290 | $7,155-95.9% | $5,134-94.4% | $10,885-97.3% |