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 | $36,825 | $93,071-60.4% | $74,583-50.6% | $273,961-86.6% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 17.36% | 26.18%-8.8pp | 20.47%-3.1pp | 41.45%-24.1pp |
| Employer contribution / active EE | $279 | $3,160-91.2% | $2,525-89.0% | $4,869-94.3% |
| Participant deferral / active EE | $3,576 | $4,160-14.0% | $3,458+3.4% | $5,287-32.4% |
| Admin fee / account holder | $33 | $5,272-99.4% | $4,138-99.2% | $10,132-99.7% |