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 | $40,463 | $56,053-27.8% | $75,972-46.7% | $80,856-50.0% |
| Participation rate | 38.5% | 62.0%-23.6pp | 69.1%-30.6pp | 67.6%-29.2pp |
| Annual return | 15.37% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $761 | $1,874-59.4% | $2,685-71.7% | $2,755-72.4% |
| Participant deferral / active EE | $2,214 | $3,052-27.4% | $4,255-48.0% | $4,296-48.5% |
| Admin fee / account holder | $75 | $5,234-98.6% | $6,467-98.8% | $6,918-98.9% |