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 | $51,817 | $52,884-2.0% | $84,750-38.9% | $55,167-6.1% |
| Participation rate | 33.6% | 67.5%-33.9pp | 76.6%-43.0pp | 69.0%-35.4pp |
| Annual return | 7.95% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $818 | $2,233-63.4% | $3,574-77.1% | $1,963-58.3% |
| Participant deferral / active EE | $1,493 | $2,644-43.5% | $3,712-59.8% | $3,054-51.1% |
| Admin fee / account holder | $185 | $581-68.2% | $5,332-96.5% | $504-63.3% |