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 | $88,980 | $121,625-26.8% | $104,607-14.9% | $158,922-44.0% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 14.91% | 465.26%-450.3pp | 340.46%-325.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $958 | $3,163-69.7% | $2,681-64.3% | $4,761-79.9% |
| Participant deferral / active EE | $3,831 | $4,177-8.3% | $3,740+2.4% | $5,982-36.0% |
| Admin fee / account holder | $149 | $7,787-98.1% | $6,473-97.7% | $11,246-98.7% |