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 | $44,532 | $215,361-79.3% | $171,082-74.0% | $273,961-83.7% |
| Participation rate | 52.6% | 82.0%-29.4pp | 76.7%-24.1pp | 83.0%-30.4pp |
| Annual return | 8.73% | 25.14%-16.4pp | 32.56%-23.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $651 | $4,967-86.9% | $4,002-83.7% | $4,869-86.6% |
| Participant deferral / active EE | $830 | $5,543-85.0% | $4,797-82.7% | $5,287-84.3% |
| Admin fee / account holder | $189 | $10,846-98.3% | $8,520-97.8% | $10,132-98.1% |