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 | $54,544 | $81,248-32.9% | $155,509-64.9% | $80,856-32.5% |
| Participation rate | 46.7% | 66.2%-19.6pp | 78.2%-31.5pp | 67.6%-21.0pp |
| Annual return | 13.97% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $539 | $3,100-82.6% | $4,672-88.5% | $2,755-80.4% |
| Participant deferral / active EE | $2,919 | $3,452-15.4% | $5,626-48.1% | $4,296-32.1% |
| Admin fee / account holder | $293 | $7,997-96.3% | $15,912-98.2% | $6,918-95.8% |