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 | $78,068 | $117,983-33.8% | $101,794-23.3% | $142,382-45.2% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.2%-42.5pp | 80.1%-53.5pp |
| Annual return | 18.95% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $840 | $2,773-69.7% | $2,289-63.3% | $4,299-80.5% |
| Participant deferral / active EE | $1,824 | $4,714-61.3% | $4,084-55.3% | $6,507-72.0% |
| Admin fee / account holder | $182 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |