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 | $29,638 | $96,557-69.3% | $80,975-63.4% | $273,961-89.2% |
| Participation rate | 58.3% | 79.1%-20.8pp | 75.8%-17.5pp | 83.0%-24.7pp |
| Annual return | 4.17% | 15.14%-11.0pp | 17.10%-12.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $526 | $4,868-89.2% | $3,714-85.8% | $4,869-89.2% |
| Participant deferral / active EE | $3,299 | $6,598-50.0% | $5,696-42.1% | $5,287-37.6% |
| Admin fee / account holder | $221 | $7,492-97.0% | $5,516-96.0% | $10,132-97.8% |