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 | $65,206 | $111,724-41.6% | $93,606-30.3% | $145,922-55.3% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 15.75% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,124 | $3,090-63.6% | $2,420-53.5% | $4,660-75.9% |
| Participant deferral / active EE | $1,316 | $4,912-73.2% | $4,411-70.2% | $6,688-80.3% |
| Admin fee / account holder | $102 | $10,250-99.0% | $8,285-98.8% | $13,397-99.2% |