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 | $56,365 | $165,912-66.0% | $122,332-53.9% | $147,584-61.8% |
| Participation rate | 36.4% | 79.6%-43.2pp | 71.6%-35.3pp | 82.8%-46.5pp |
| Annual return | 10.40% | 34.55%-24.1pp | 30.27%-19.9pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,159 | $5,754-79.9% | $4,050-71.4% | $4,876-76.2% |
| Participant deferral / active EE | $1,201 | $4,005-70.0% | $3,287-63.5% | $5,439-77.9% |
| Admin fee / account holder | $25 | $7,424-99.7% | $5,478-99.5% | $10,885-99.8% |