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 | $47,074 | $64,324-26.8% | $118,925-60.4% | $79,858-41.1% |
| Participation rate | 32.3% | 64.9%-32.6pp | 75.4%-43.1pp | 69.6%-37.4pp |
| Annual return | 16.31% | 86.45%-70.1pp | 35.88%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $688 | $1,836-62.5% | $3,263-78.9% | $2,471-72.1% |
| Participant deferral / active EE | $1,282 | $2,824-54.6% | $4,265-69.9% | $3,740-65.7% |
| Admin fee / account holder | $52 | $4,040-98.7% | $6,581-99.2% | $5,306-99.0% |