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 | $27,442 | $54,762-49.9% | $90,281-69.6% | $72,985-62.4% |
| Participation rate | 51.9% | 65.1%-13.3pp | 73.3%-21.4pp | 69.5%-17.6pp |
| Annual return | 22.02% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $614 | $2,092-70.7% | $2,854-78.5% | $2,440-74.8% |
| Participant deferral / active EE | $1,299 | $2,887-55.0% | $3,885-66.6% | $3,607-64.0% |
| Admin fee / account holder | $238 | $3,972-94.0% | $5,351-95.6% | $5,124-95.4% |