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 | $47,994 | $80,968-40.7% | $96,544-50.3% | $75,163-36.1% |
| Participation rate | 47.6% | 71.8%-24.1pp | 76.0%-28.3pp | 67.2%-19.6pp |
| Annual return | 14.42% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $695 | $2,282-69.5% | $2,965-76.6% | $2,670-74.0% |
| Participant deferral / active EE | $1,824 | $3,928-53.6% | $4,851-62.4% | $4,125-55.8% |
| Admin fee / account holder | $82 | $6,724-98.8% | $8,252-99.0% | $5,651-98.6% |