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 | $62,607 | $48,076+30.2% | $78,689-20.4% | $62,891-0.5% |
| Participation rate | 29.9% | 65.2%-35.4pp | 73.6%-43.7pp | 69.3%-39.5pp |
| Annual return | 6.90% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $418 | $2,015-79.3% | $2,851-85.3% | $2,281-81.7% |
| Participant deferral / active EE | $1,144 | $2,588-55.8% | $3,517-67.5% | $3,203-64.3% |
| Admin fee / account holder | $167 | $3,207-94.8% | $4,510-96.3% | $4,296-96.1% |