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 | $37,721 | $100,773-62.6% | $88,946-57.6% | $142,382-73.5% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 16.42% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $682 | $2,918-76.6% | $2,555-73.3% | $4,299-84.1% |
| Participant deferral / active EE | $1,014 | $5,230-80.6% | $4,581-77.9% | $6,507-84.4% |
| Admin fee / account holder | $178 | $9,693-98.2% | $8,261-97.8% | $12,624-98.6% |