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 | $22,968 | $99,341-76.9% | $84,750-72.9% | $273,961-91.6% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 6.59% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $962 | $4,214-77.2% | $3,574-73.1% | $4,869-80.3% |
| Participant deferral / active EE | $1,641 | $4,269-61.6% | $3,712-55.8% | $5,287-69.0% |
| Admin fee / account holder | $191 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |