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 | $53,163 | $91,190-41.7% | $178,490-70.2% | $79,858-33.4% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.1pp | 69.6%-31.9pp |
| Annual return | 11.22% | 24.19%-13.0pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $560 | $3,256-82.8% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $1,426 | $3,236-55.9% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $95 | $6,751-98.6% | $13,984-99.3% | $5,306-98.2% |