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 | $51,217 | $65,395-21.7% | $182,532-71.9% | $72,985-29.8% |
| Participation rate | 34.1% | 65.4%-31.4pp | 78.0%-43.9pp | 69.5%-35.4pp |
| Annual return | 21.01% | 27.68%-6.7pp | 148.54%-127.5pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,336 | $1,911-30.1% | $4,076-67.2% | $2,440-45.2% |
| Participant deferral / active EE | $3,169 | $3,563-11.1% | $5,524-42.6% | $3,607-12.2% |
| Admin fee / account holder | $180 | $4,245-95.7% | $8,592-97.9% | $5,124-96.5% |