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 | $43,057 | $77,634-44.5% | $156,549-72.5% | $62,891-31.5% |
| Participation rate | 45.2% | 71.2%-26.0pp | 84.0%-38.9pp | 69.3%-24.1pp |
| Annual return | 7.67% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,413 | $3,045-20.8% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $73 | $5,561-98.7% | $13,027-99.4% | $4,296-98.3% |