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 | $101,763-64.5% | $164,866-78.1% | $80,874-55.4% |
| Participation rate | 39.0% | 71.8%-32.8pp | 78.6%-39.6pp | 67.6%-28.6pp |
| Annual return | 12.37% | 16.73%-4.4pp | 69.97%-57.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $850 | $2,954-71.2% | $4,343-80.4% | $2,756-69.1% |
| Participant deferral / active EE | $2,028 | $4,477-54.7% | $6,033-66.4% | $4,297-52.8% |
| Admin fee / account holder | $227 | $8,228-97.2% | $12,689-98.2% | $6,935-96.7% |