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 | $48,611 | $63,346-23.3% | $92,233-47.3% | $70,131-30.7% |
| Participation rate | 45.6% | 68.7%-23.1pp | 76.5%-30.9pp | 69.5%-23.9pp |
| Annual return | 19.59% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $801 | $2,471-67.6% | $3,679-78.2% | $2,342-65.8% |
| Participant deferral / active EE | $1,791 | $2,854-37.2% | $3,897-54.0% | $3,332-46.2% |
| Admin fee / account holder | $165 | $3,840-95.7% | $5,194-96.8% | $4,645-96.4% |