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 | $52,903 | $81,632-35.2% | $70,449-24.9% | $158,922-66.7% |
| Participation rate | 27.3% | 77.7%-50.4pp | 75.1%-47.8pp | 82.0%-54.7pp |
| Annual return | 17.48% | 208.40%-190.9pp | 109.03%-91.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $392 | $3,217-87.8% | $2,737-85.7% | $4,761-91.8% |
| Participant deferral / active EE | $2,192 | $4,554-51.9% | $3,709-40.9% | $5,982-63.3% |
| Admin fee / account holder | $108 | $6,193-98.3% | $3,845-97.2% | $11,246-99.0% |