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 | $51,718 | $62,672-17.5% | $185,117-72.1% | $70,131-26.3% |
| Participation rate | 41.3% | 63.8%-22.5pp | 77.3%-36.0pp | 69.5%-28.2pp |
| Annual return | 18.38% | 40.79%-22.4pp | 40.50%-22.1pp | 73.14%-54.8pp |
| Employer contribution / active EE | $321 | $1,753-81.7% | $4,182-92.3% | $2,342-86.3% |
| Participant deferral / active EE | $1,166 | $3,272-64.4% | $5,045-76.9% | $3,332-65.0% |
| Admin fee / account holder | $90 | $3,932-97.7% | $8,159-98.9% | $4,645-98.1% |