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 | $66,038 | $46,553+41.9% | $64,056+3.1% | $75,163-12.1% |
| Participation rate | 44.9% | 65.9%-21.0pp | 72.3%-27.4pp | 67.2%-22.3pp |
| Annual return | 18.35% | 26.03%-7.7pp | 33.69%-15.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $454 | $1,974-77.0% | $2,747-83.5% | $2,670-83.0% |
| Participant deferral / active EE | $1,782 | $2,837-37.2% | $3,880-54.1% | $4,125-56.8% |
| Admin fee / account holder | $51 | $2,952-98.3% | $3,068-98.3% | $5,651-99.1% |