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 | $51,230 | $67,606-24.2% | $82,313-37.8% | $70,131-27.0% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.3pp | 69.5%-2.0pp |
| Annual return | 16.11% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $980 | $1,755-44.2% | $2,428-59.7% | $2,342-58.2% |
| Participant deferral / active EE | $2,579 | $2,987-13.6% | $3,706-30.4% | $3,332-22.6% |
| Admin fee / account holder | $288 | $4,512-93.6% | $5,608-94.9% | $4,645-93.8% |