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 | $61,334 | $102,966-40.4% | $90,281-32.1% | $152,861-59.9% |
| Participation rate | 35.7% | 75.9%-40.1pp | 73.3%-37.6pp | 82.4%-46.7pp |
| Annual return | 20.36% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $278 | $3,139-91.2% | $2,854-90.3% | $4,762-94.2% |
| Participant deferral / active EE | $1,018 | $4,281-76.2% | $3,885-73.8% | $5,850-82.6% |
| Admin fee / account holder | $159 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |