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 | $35,248 | $90,503-61.1% | $78,689-55.2% | $273,961-87.1% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 6.76% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $518 | $3,176-83.7% | $2,851-81.8% | $4,869-89.4% |
| Participant deferral / active EE | $1,730 | $3,901-55.7% | $3,517-50.8% | $5,287-67.3% |
| Admin fee / account holder | $259 | $5,263-95.1% | $4,510-94.3% | $10,132-97.4% |