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 | $45,412 | $117,381-61.3% | $99,443-54.3% | $152,861-70.3% |
| Participation rate | 25.0% | 77.5%-52.5pp | 73.8%-48.8pp | 82.4%-57.4pp |
| Annual return | 23.82% | 31.87%-8.0pp | 30.72%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $912 | $3,013-69.7% | $2,540-64.1% | $4,762-80.9% |
| Participant deferral / active EE | $3,627 | $4,086-11.2% | $3,619+0.2% | $5,850-38.0% |
| Admin fee / account holder | $102 | $7,631-98.7% | $6,250-98.4% | $11,596-99.1% |