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 | $75,935 | $91,190-16.7% | $178,490-57.5% | $79,858-4.9% |
| Participation rate | 45.5% | 69.2%-23.7pp | 81.9%-36.5pp | 69.6%-24.2pp |
| Annual return | 20.54% | 24.19%-3.7pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $986 | $3,256-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $1,832 | $3,236-43.4% | $5,202-64.8% | $3,740-51.0% |
| Admin fee / account holder | $254 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |