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 | $53,727 | $93,071-42.3% | $74,583-28.0% | $273,961-80.4% |
| Participation rate | 25.0% | 74.9%-49.9pp | 68.1%-43.1pp | 83.0%-58.0pp |
| Annual return | 12.10% | 26.18%-14.1pp | 20.47%-8.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $732 | $3,160-76.8% | $2,525-71.0% | $4,869-85.0% |
| Participant deferral / active EE | $5,974 | $4,160+43.6% | $3,458+72.8% | $5,287+13.0% |
| Admin fee / account holder | $257 | $5,272-95.1% | $4,138-93.8% | $10,132-97.5% |