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 | $38,571 | $101,069-61.8% | $81,478-52.7% | $147,584-73.9% |
| Participation rate | 54.5% | 74.5%-19.9pp | 68.0%-13.4pp | 82.8%-28.3pp |
| Annual return | 35.19% | 32.40%+2.8pp | 38.78%-3.6pp | 578.55%-543.4pp |
| Employer contribution / active EE | $860 | $3,205-73.2% | $2,568-66.5% | $4,876-82.4% |
| Participant deferral / active EE | $2,383 | $4,242-43.8% | $3,537-32.6% | $5,439-56.2% |
| Admin fee / account holder | $126 | $5,812-97.8% | $4,561-97.2% | $10,885-98.8% |