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 | $38,039 | $113,339-66.4% | $94,993-60.0% | $147,584-74.2% |
| Participation rate | 23.8% | 78.0%-54.2pp | 73.9%-50.1pp | 82.8%-59.0pp |
| Annual return | 13.93% | 20.77%-6.8pp | 27.12%-13.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $776 | $3,160-75.5% | $2,603-70.2% | $4,876-84.1% |
| Participant deferral / active EE | $990 | $3,777-73.8% | $3,317-70.2% | $5,439-81.8% |
| Admin fee / account holder | $257 | $6,063-95.8% | $4,960-94.8% | $10,885-97.6% |