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 | $54,770 | $90,503-39.5% | $78,689-30.4% | $273,961-80.0% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 6.48% | 75.60%-69.1pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $466 | $3,176-85.3% | $2,851-83.6% | $4,869-90.4% |
| Participant deferral / active EE | $1,072 | $3,901-72.5% | $3,517-69.5% | $5,287-79.7% |
| Admin fee / account holder | $100 | $5,263-98.1% | $4,510-97.8% | $10,132-99.0% |