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 | $57,488 | $65,041-11.6% | $90,951-36.8% | $79,858-28.0% |
| Participation rate | 52.2% | 61.6%-9.4pp | 69.0%-16.8pp | 69.6%-17.5pp |
| Annual return | 15.43% | 30.45%-15.0pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $594 | $1,247-52.4% | $2,122-72.0% | $2,471-76.0% |
| Participant deferral / active EE | $1,979 | $2,512-21.2% | $3,373-41.3% | $3,740-47.1% |
| Admin fee / account holder | $119 | $4,536-97.4% | $5,959-98.0% | $5,306-97.8% |