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 | $42,421 | $114,047-62.8% | $96,139-55.9% | $167,490-74.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 20.11% | 189.88%-169.8pp | 191.94%-171.8pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,211 | $3,427-64.7% | $2,797-56.7% | $4,837-75.0% |
| Participant deferral / active EE | $3,692 | $5,194-28.9% | $4,349-15.1% | $6,341-41.8% |
| Admin fee / account holder | $6 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |