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 | $32,732 | $96,484-66.1% | $75,886-56.9% | $152,861-78.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 27.73% | 33.98%-6.2pp | 30.76%-3.0pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,086 | $3,309-67.2% | $2,500-56.5% | $4,762-77.2% |
| Participant deferral / active EE | $2,385 | $4,553-47.6% | $3,603-33.8% | $5,850-59.2% |
| Admin fee / account holder | $35 | $8,078-99.6% | $5,418-99.4% | $11,596-99.7% |