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 | $55,421 | $72,071-23.1% | $68,368-18.9% | $137,256-59.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 16.85% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $993 | $2,788-64.4% | $2,649-62.5% | $4,156-76.1% |
| Participant deferral / active EE | $4,496 | $4,410+2.0% | $4,123+9.1% | $6,407-29.8% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |