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 | $53,822 | $115,770-53.5% | $101,248-46.8% | $158,922-66.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 15.30% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $894 | $4,175-78.6% | $3,660-75.6% | $4,761-81.2% |
| Participant deferral / active EE | $2,260 | $4,957-54.4% | $4,370-48.3% | $5,982-62.2% |
| Admin fee / account holder | $229 | $7,245-96.8% | $5,945-96.1% | $11,246-98.0% |