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 | $20,806 | $53,822-61.3% | $75,696-72.5% | $85,850-75.8% |
| Participation rate | 60.6% | 69.1%-8.5pp | 74.8%-14.2pp | 69.3%-8.7pp |
| Annual return | 13.67% | 24.54%-10.9pp | 104.53%-90.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $949 | $2,017-52.9% | $2,743-65.4% | $2,565-63.0% |
| Participant deferral / active EE | $1,338 | $2,895-53.8% | $3,821-65.0% | $3,952-66.1% |
| Admin fee / account holder | $59 | $3,343-98.2% | $3,619-98.4% | $6,260-99.1% |