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 | $35,123 | $91,190-61.5% | $178,490-80.3% | $79,858-56.0% |
| Participation rate | 62.8% | 69.2%-6.4pp | 81.9%-19.1pp | 69.6%-6.8pp |
| Annual return | 21.19% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $954 | $3,256-70.7% | $5,011-81.0% | $2,471-61.4% |
| Participant deferral / active EE | $1,711 | $3,236-47.1% | $5,202-67.1% | $3,740-54.2% |
| Admin fee / account holder | $230 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |