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 | $68,346 | $106,890-36.1% | $84,015-18.7% | $152,861-55.3% |
| Participation rate | 59.1% | 75.2%-16.1pp | 69.0%-9.9pp | 82.4%-23.4pp |
| Annual return | 10.50% | 104.99%-94.5pp | 71.31%-60.8pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,253 | $2,734-54.2% | $1,983-36.8% | $4,762-73.7% |
| Participant deferral / active EE | $2,382 | $4,011-40.6% | $3,239-26.4% | $5,850-59.3% |
| Admin fee / account holder | $18 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |