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 | $73,874 | $118,450-37.6% | $98,439-25.0% | $139,434-47.0% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 12.90% | 18.94%-6.0pp | 21.16%-8.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $836 | $3,609-76.8% | $3,048-72.6% | $4,751-82.4% |
| Participant deferral / active EE | $7,060 | $5,392+30.9% | $4,738+49.0% | $6,710+5.2% |
| Admin fee / account holder | $40 | $14,026-99.7% | $8,948-99.6% | $11,403-99.6% |