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 | $51,314 | $90,503-43.3% | $78,689-34.8% | $273,961-81.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 6.38% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $832 | $3,176-73.8% | $2,851-70.8% | $4,869-82.9% |
| Participant deferral / active EE | $1,040 | $3,901-73.3% | $3,517-70.4% | $5,287-80.3% |
| Admin fee / account holder | $73 | $5,263-98.6% | $4,510-98.4% | $10,132-99.3% |