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 | $48,819 | $99,341-50.9% | $84,750-42.4% | $273,961-82.2% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 6.99% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $774 | $4,214-81.6% | $3,574-78.3% | $4,869-84.1% |
| Participant deferral / active EE | $2,163 | $4,269-49.3% | $3,712-41.7% | $5,287-59.1% |
| Admin fee / account holder | $227 | $6,644-96.6% | $5,332-95.7% | $10,132-97.8% |