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 | $66,705 | $107,334-37.9% | $92,893-28.2% | $152,861-56.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 21.04% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $800 | $4,221-81.1% | $3,653-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $1,647 | $4,845-66.0% | $4,236-61.1% | $5,850-71.8% |
| Admin fee / account holder | $193 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |