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 | $49,717 | $67,606-26.5% | $82,313-39.6% | $70,131-29.1% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.9%-18.1pp | 69.5%-10.8pp |
| Annual return | 23.20% | 21.57%+1.6pp | 25.88%-2.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $822 | $1,755-53.2% | $2,428-66.2% | $2,342-64.9% |
| Participant deferral / active EE | $5,117 | $2,987+71.3% | $3,706+38.1% | $3,332+53.6% |
| Admin fee / account holder | $230 | $4,512-94.9% | $5,608-95.9% | $4,645-95.1% |