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 | $46,699 | $95,416-51.1% | $185,823-74.9% | $85,850-45.6% |
| Participation rate | 39.3% | 68.8%-29.5pp | 81.7%-42.4pp | 69.3%-30.0pp |
| Annual return | 18.53% | 23.59%-5.1pp | 122.05%-103.5pp | 318.53%-300.0pp |
| Employer contribution / active EE | $689 | $3,314-79.2% | $5,167-86.7% | $2,565-73.2% |
| Participant deferral / active EE | $2,058 | $3,423-39.9% | $5,568-63.0% | $3,952-47.9% |
| Admin fee / account holder | $277 | $7,213-96.2% | $16,237-98.3% | $6,260-95.6% |