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 | $41,699 | $78,672-47.0% | $109,143-61.8% | $85,850-51.4% |
| Participation rate | 31.3% | 68.3%-37.0pp | 75.9%-44.6pp | 69.3%-38.1pp |
| Annual return | 12.78% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $827 | $2,735-69.7% | $3,722-77.8% | $2,565-67.7% |
| Participant deferral / active EE | $2,193 | $3,467-36.8% | $4,653-52.9% | $3,952-44.5% |
| Admin fee / account holder | $174 | $5,469-96.8% | $6,752-97.4% | $6,260-97.2% |