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 | $71,054 | $77,899-8.8% | $149,673-52.5% | $75,163-5.5% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.3pp |
| Annual return | 13.88% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $470 | $3,137-85.0% | $4,818-90.2% | $2,670-82.4% |
| Participant deferral / active EE | $3,284 | $3,411-3.7% | $5,680-42.2% | $4,125-20.4% |
| Admin fee / account holder | $90 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |