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 | $42,322 | $49,227-14.0% | $70,449-39.9% | $79,858-47.0% |
| Participation rate | 48.1% | 69.2%-21.0pp | 75.1%-26.9pp | 69.6%-21.5pp |
| Annual return | 32.21% | 30.06%+2.1pp | 109.03%-76.8pp | 31.71%+0.5pp |
| Employer contribution / active EE | $756 | $2,099-64.0% | $2,737-72.4% | $2,471-69.4% |
| Participant deferral / active EE | $947 | $2,768-65.8% | $3,709-74.5% | $3,740-74.7% |
| Admin fee / account holder | $67 | $2,878-97.7% | $3,845-98.3% | $5,306-98.7% |