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 | $71,169 | $109,327-34.9% | $89,391-20.4% | $158,922-55.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 7.13% | 345.68%-338.5pp | 245.62%-238.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $614 | $3,170-80.6% | $2,586-76.2% | $4,761-87.1% |
| Participant deferral / active EE | $4,015 | $4,598-12.7% | $3,890+3.2% | $5,982-32.9% |
| Admin fee / account holder | $62 | $6,153-99.0% | $4,881-98.7% | $11,246-99.4% |