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 | $96,023 | $54,705+75.5% | $71,209+34.8% | $84,808+13.2% |
| Participation rate | 48.4% | 64.1%-15.7pp | 73.8%-25.4pp | 68.3%-19.9pp |
| Annual return | 14.67% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $683 | $2,158-68.4% | $2,721-74.9% | $2,631-74.1% |
| Participant deferral / active EE | $3,001 | $3,030-1.0% | $4,175-28.1% | $4,212-28.7% |
| Admin fee / account holder | $89 | $4,863-98.2% | $5,349-98.3% | $7,344-98.8% |