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 | $72,538 | $81,208-10.7% | $98,907-26.7% | $79,858-9.2% |
| Participation rate | 47.9% | 72.5%-24.6pp | 76.0%-28.2pp | 69.6%-21.8pp |
| Annual return | 20.84% | 60.99%-40.2pp | 196.43%-175.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $482 | $1,960-75.4% | $2,689-82.1% | $2,471-80.5% |
| Participant deferral / active EE | $1,926 | $3,265-41.0% | $4,244-54.6% | $3,740-48.5% |
| Admin fee / account holder | $224 | $6,013-96.3% | $6,642-96.6% | $5,306-95.8% |