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 | $47,232 | $113,339-58.3% | $94,993-50.3% | $147,584-68.0% |
| Participation rate | 57.1% | 78.0%-20.8pp | 73.9%-16.7pp | 82.8%-25.7pp |
| Annual return | 17.86% | 20.77%-2.9pp | 27.12%-9.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $403 | $3,160-87.2% | $2,603-84.5% | $4,876-91.7% |
| Participant deferral / active EE | $1,464 | $3,777-61.2% | $3,317-55.9% | $5,439-73.1% |
| Admin fee / account holder | $194 | $6,063-96.8% | $4,960-96.1% | $10,885-98.2% |