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 | $35,329 | $67,894-48.0% | $89,340-60.5% | $82,448-57.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 14.31% | 19.21%-4.9pp | 20.57%-6.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $659 | $1,828-63.9% | $2,231-70.5% | $2,551-74.2% |
| Participant deferral / active EE | $1,908 | $3,072-37.9% | $3,823-50.1% | $4,139-53.9% |
| Admin fee / account holder | $209 | $5,723-96.3% | $6,704-96.9% | $7,234-97.1% |