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 | $73,268 | $117,381-37.6% | $99,443-26.3% | $152,861-52.1% |
| Participation rate | 44.4% | 77.5%-33.1pp | 73.8%-29.4pp | 82.4%-38.0pp |
| Annual return | 19.19% | 31.87%-12.7pp | 30.72%-11.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $832 | $3,013-72.4% | $2,540-67.2% | $4,762-82.5% |
| Participant deferral / active EE | $3,328 | $4,086-18.5% | $3,619-8.0% | $5,850-43.1% |
| Admin fee / account holder | $134 | $7,631-98.2% | $6,250-97.9% | $11,596-98.8% |