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 | $33,303 | $215,361-84.5% | $171,082-80.5% | $273,961-87.8% |
| Participation rate | 42.1% | 82.0%-39.9pp | 76.7%-34.6pp | 83.0%-40.9pp |
| Annual return | 8.94% | 25.14%-16.2pp | 32.56%-23.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $974 | $4,967-80.4% | $4,002-75.7% | $4,869-80.0% |
| Participant deferral / active EE | $1,273 | $5,543-77.0% | $4,797-73.5% | $5,287-75.9% |
| Admin fee / account holder | $259 | $10,846-97.6% | $8,520-97.0% | $10,132-97.4% |