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 | $54,373 | $96,557-43.7% | $80,975-32.9% | $273,961-80.2% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 9.94% | 15.14%-5.2pp | 17.10%-7.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $789 | $4,868-83.8% | $3,714-78.8% | $4,869-83.8% |
| Participant deferral / active EE | $4,273 | $6,598-35.2% | $5,696-25.0% | $5,287-19.2% |
| Admin fee / account holder | $30 | $7,492-99.6% | $5,516-99.5% | $10,132-99.7% |