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 | $51,106 | $58,828-13.1% | $77,999-34.5% | $62,891-18.7% |
| Participation rate | 56.7% | 71.1%-14.4pp | 75.5%-18.9pp | 69.3%-12.6pp |
| Annual return | 8.44% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $346 | $1,672-79.3% | $2,470-86.0% | $2,281-84.8% |
| Participant deferral / active EE | $1,672 | $2,686-37.7% | $3,497-52.2% | $3,203-47.8% |
| Admin fee / account holder | $235 | $4,393-94.7% | $5,480-95.7% | $4,296-94.5% |