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 3-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 | $63,639 | $80,717-21.2% | $154,803-58.9% | $84,808-25.0% |
| Participation rate | 8.0% | 66.8%-58.8pp | 78.1%-70.1pp | 68.3%-60.3pp |
| Annual return | 28.87% | 37.96%-9.1pp | 58.88%-30.0pp | 40.90%-12.0pp |
| Employer contribution / active EE | $759 | $2,761-72.5% | $4,305-82.4% | $2,631-71.2% |
| Participant deferral / active EE | $1,728 | $3,303-47.7% | $5,540-68.8% | $4,212-59.0% |
| Admin fee / account holder | $89 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |