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 | $38,497 | $47,848-19.5% | $81,478-52.8% | $70,131-45.1% |
| Participation rate | 63.0% | 58.3%+4.7pp | 68.0%-5.0pp | 69.5%-6.6pp |
| Annual return | 19.82% | 27.25%-7.4pp | 38.78%-19.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $940 | $1,527-38.4% | $2,568-63.4% | $2,342-59.9% |
| Participant deferral / active EE | $1,754 | $2,453-28.5% | $3,537-50.4% | $3,332-47.4% |
| Admin fee / account holder | $13 | $3,145-99.6% | $4,561-99.7% | $4,645-99.7% |