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 | $58,607 | $89,355-34.4% | $141,162-58.5% | $72,985-19.7% |
| Participation rate | 53.3% | 75.1%-21.8pp | 82.5%-29.1pp | 69.5%-16.2pp |
| Annual return | 21.28% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $867 | $3,114-72.2% | $4,735-81.7% | $2,440-64.5% |
| Participant deferral / active EE | $2,549 | $5,418-53.0% | $6,709-62.0% | $3,607-29.3% |
| Admin fee / account holder | $155 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |