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 | $38,723 | $102,966-62.4% | $90,281-57.1% | $152,861-74.7% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.4%-19.3pp |
| Annual return | 26.21% | 95.16%-68.9pp | 78.10%-51.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,199 | $3,139-61.8% | $2,854-58.0% | $4,762-74.8% |
| Participant deferral / active EE | $2,672 | $4,281-37.6% | $3,885-31.2% | $5,850-54.3% |
| Admin fee / account holder | $115 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |