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 5-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 | $47,711 | $111,814-57.3% | $93,654-49.1% | $145,959-67.3% |
| Participation rate | 31.8% | 74.2%-42.4pp | 68.7%-36.9pp | 80.3%-48.5pp |
| Annual return | 13.43% | 203.30%-189.9pp | 133.34%-119.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $962 | $3,092-68.9% | $2,421-60.3% | $4,661-79.4% |
| Participant deferral / active EE | $3,122 | $4,914-36.5% | $4,413-29.2% | $6,689-53.3% |
| Admin fee / account holder | $255 | $10,246-97.5% | $8,282-96.9% | $13,398-98.1% |