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 | $35,334 | $45,343-22.1% | $150,298-76.5% | $67,986-48.0% |
| Participation rate | 31.5% | 51.9%-20.4pp | 77.8%-46.3pp | 57.2%-25.7pp |
| Annual return | 17.12% | 33.28%-16.2pp | 62.79%-45.7pp | 31.67%-14.5pp |
| Employer contribution / active EE | $512 | $1,462-65.0% | $4,154-87.7% | $2,019-74.6% |
| Participant deferral / active EE | $1,688 | $2,055-17.8% | $5,453-69.0% | $3,358-49.7% |
| Admin fee / account holder | $243 | $2,250-89.2% | $14,116-98.3% | $3,203-92.4% |