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 | $31,586 | $165,912-81.0% | $122,332-74.2% | $147,584-78.6% |
| Participation rate | 56.3% | 79.6%-23.3pp | 71.6%-15.4pp | 82.8%-26.6pp |
| Annual return | 22.31% | 34.55%-12.2pp | 30.27%-8.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $844 | $5,754-85.3% | $4,050-79.2% | $4,876-82.7% |
| Participant deferral / active EE | $2,577 | $4,005-35.7% | $3,287-21.6% | $5,439-52.6% |
| Admin fee / account holder | $73 | $7,424-99.0% | $5,478-98.7% | $10,885-99.3% |