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 | $33,711 | $93,346-63.9% | $71,796-53.0% | $273,961-87.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 9.14% | 130.39%-121.3pp | 78.04%-68.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $476 | $2,733-82.6% | $1,924-75.3% | $4,869-90.2% |
| Participant deferral / active EE | $955 | $3,475-72.5% | $2,794-65.8% | $5,287-81.9% |
| Admin fee / account holder | $207 | $6,571-96.8% | $4,815-95.7% | $10,132-98.0% |