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 | $52,164 | $65,365-20.2% | $92,893-43.8% | $72,985-28.5% |
| Participation rate | 42.4% | 68.3%-25.9pp | 76.0%-33.6pp | 69.5%-27.1pp |
| Annual return | 22.03% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $703 | $2,594-72.9% | $3,653-80.8% | $2,440-71.2% |
| Participant deferral / active EE | $1,411 | $3,128-54.9% | $4,236-66.7% | $3,607-60.9% |
| Admin fee / account holder | $279 | $4,251-93.4% | $5,794-95.2% | $5,124-94.6% |