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 | $67,898 | $56,897+19.3% | $84,750-19.9% | $62,891+8.0% |
| Participation rate | 29.3% | 68.5%-39.3pp | 76.6%-47.3pp | 69.3%-40.0pp |
| Annual return | 7.71% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $858 | $2,400-64.3% | $3,574-76.0% | $2,281-62.4% |
| Participant deferral / active EE | $1,980 | $2,709-26.9% | $3,712-46.6% | $3,203-38.2% |
| Admin fee / account holder | $49 | $3,581-98.6% | $5,332-99.1% | $4,296-98.9% |