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 | $35,130 | $112,881-68.9% | $90,951-61.4% | $158,922-77.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 10.46% | 215.79%-205.3pp | 134.60%-124.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $972 | $2,893-66.4% | $2,122-54.2% | $4,761-79.6% |
| Participant deferral / active EE | $1,549 | $4,128-62.5% | $3,373-54.1% | $5,982-74.1% |
| Admin fee / account holder | $256 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |