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 | $45,852 | $109,327-58.1% | $89,391-48.7% | $158,922-71.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 15.18% | 345.68%-330.5pp | 245.62%-230.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $794 | $3,170-75.0% | $2,586-69.3% | $4,761-83.3% |
| Participant deferral / active EE | $863 | $4,598-81.2% | $3,890-77.8% | $5,982-85.6% |
| Admin fee / account holder | $203 | $6,153-96.7% | $4,881-95.9% | $11,246-98.2% |