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 | $34,912 | $116,175-69.9% | $93,606-62.7% | $152,861-77.2% |
| Participation rate | 30.8% | 78.0%-47.3pp | 75.8%-45.1pp | 82.4%-51.7pp |
| Annual return | 18.30% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $684 | $3,218-78.7% | $2,718-74.8% | $4,762-85.6% |
| Participant deferral / active EE | $1,832 | $4,603-60.2% | $4,069-55.0% | $5,850-68.7% |
| Admin fee / account holder | $168 | $10,748-98.4% | $7,888-97.9% | $11,596-98.5% |