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 | $42,894 | $56,054-23.5% | $171,082-74.9% | $62,891-31.8% |
| Participation rate | 23.7% | 62.9%-39.2pp | 76.7%-53.0pp | 69.3%-45.6pp |
| Annual return | 7.20% | 22.52%-15.3pp | 32.56%-25.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $467 | $1,731-73.0% | $4,002-88.3% | $2,281-79.5% |
| Participant deferral / active EE | $1,059 | $3,158-66.5% | $4,797-77.9% | $3,203-67.0% |
| Admin fee / account holder | $176 | $3,647-95.2% | $8,520-97.9% | $4,296-95.9% |