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 | $47,934 | $77,419-38.1% | $69,455-31.0% | $152,861-68.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 5.67% | 39.06%-33.4pp | 28.97%-23.3pp | 345.32%-339.7pp |
| Employer contribution / active EE | $897 | $3,315-72.9% | $2,779-67.7% | $4,762-81.2% |
| Participant deferral / active EE | $897 | $4,414-79.7% | $3,535-74.6% | $5,850-84.7% |
| Admin fee / account holder | $219 | $6,207-96.5% | $3,839-94.3% | $11,596-98.1% |