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 | $51,910 | $104,974-50.5% | $95,585-45.7% | $142,382-63.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 13.27% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,109 | $2,779-60.1% | $2,527-56.1% | $4,299-74.2% |
| Participant deferral / active EE | $2,208 | $4,352-49.3% | $4,023-45.1% | $6,507-66.1% |
| Admin fee / account holder | $65 | $6,386-99.0% | $6,127-98.9% | $12,624-99.5% |