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 | $54,861 | $45,073+21.7% | $69,455-21.0% | $72,985-24.8% |
| Participation rate | 28.6% | 68.5%-39.9pp | 74.6%-46.0pp | 69.5%-40.9pp |
| Annual return | 17.89% | 22.65%-4.8pp | 28.97%-11.1pp | 81.00%-63.1pp |
| Employer contribution / active EE | $610 | $2,054-70.3% | $2,779-78.1% | $2,440-75.0% |
| Participant deferral / active EE | $2,304 | $2,602-11.5% | $3,535-34.8% | $3,607-36.1% |
| Admin fee / account holder | $261 | $3,056-91.5% | $3,839-93.2% | $5,124-94.9% |