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 | $48,739 | $232,540-79.0% | $185,117-73.7% | $147,584-67.0% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 16.77% | 43.03%-26.3pp | 40.50%-23.7pp | 578.55%-561.8pp |
| Employer contribution / active EE | $695 | $5,195-86.6% | $4,182-83.4% | $4,876-85.8% |
| Participant deferral / active EE | $4,926 | $5,834-15.6% | $5,045-2.4% | $5,439-9.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |