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 | $69,338 | $110,257-37.1% | $96,544-28.2% | $139,434-50.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 24.62% | 26.32%-1.7pp | 25.84%-1.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $973 | $3,620-73.1% | $2,965-67.2% | $4,751-79.5% |
| Participant deferral / active EE | $4,211 | $5,548-24.1% | $4,851-13.2% | $6,710-37.3% |
| Admin fee / account holder | $190 | $11,591-98.4% | $8,252-97.7% | $11,403-98.3% |