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 | $39,631 | $60,349-34.3% | $74,183-46.6% | $62,891-37.0% |
| Participation rate | 57.4% | 72.7%-15.3pp | 76.6%-19.2pp | 69.3%-11.9pp |
| Annual return | 7.64% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $562 | $1,680-66.5% | $2,370-76.3% | $2,281-75.4% |
| Participant deferral / active EE | $2,211 | $2,856-22.6% | $3,550-37.7% | $3,203-31.0% |
| Admin fee / account holder | $135 | $4,261-96.8% | $5,586-97.6% | $4,296-96.9% |