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 | $50,562 | $211,958-76.1% | $169,463-70.2% | $135,375-62.7% |
| Participation rate | 59.1% | 82.6%-23.5pp | 77.8%-18.7pp | 82.6%-23.5pp |
| Annual return | 5.68% | 3.26%+2.4pp | 1.83%+3.8pp | 519.73%-514.1pp |
| Employer contribution / active EE | $830 | $5,120-83.8% | $4,159-80.0% | $4,779-82.6% |
| Participant deferral / active EE | $1,795 | $6,075-70.4% | $5,277-66.0% | $5,609-68.0% |
| Admin fee / account holder | $212 | $11,471-98.2% | $9,109-97.7% | $10,827-98.0% |