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 | $36,101 | $101,724-64.5% | $164,813-78.1% | $80,856-55.4% |
| Participation rate | 39.0% | 71.8%-32.8pp | 78.6%-39.6pp | 67.6%-28.6pp |
| Annual return | 12.37% | 16.72%-4.3pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $850 | $2,953-71.2% | $4,341-80.4% | $2,755-69.1% |
| Participant deferral / active EE | $2,028 | $4,477-54.7% | $6,031-66.4% | $4,296-52.8% |
| Admin fee / account holder | $227 | $8,227-97.2% | $12,690-98.2% | $6,918-96.7% |