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 | $27,546 | $62,672-56.0% | $185,117-85.1% | $70,131-60.7% |
| Participation rate | 46.9% | 63.8%-16.9pp | 77.3%-30.4pp | 69.5%-22.7pp |
| Annual return | 26.17% | 40.79%-14.6pp | 40.50%-14.3pp | 73.14%-47.0pp |
| Employer contribution / active EE | $902 | $1,753-48.6% | $4,182-78.4% | $2,342-61.5% |
| Participant deferral / active EE | $1,163 | $3,272-64.5% | $5,045-77.0% | $3,332-65.1% |
| Admin fee / account holder | $211 | $3,932-94.6% | $8,159-97.4% | $4,645-95.5% |