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 | $48,949 | $104,907-53.3% | $84,611-42.1% | $152,861-68.0% |
| Participation rate | 56.5% | 74.8%-18.3pp | 68.2%-11.7pp | 82.4%-25.9pp |
| Annual return | 25.27% | 373.79%-348.5pp | 258.74%-233.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $962 | $3,302-70.9% | $2,652-63.7% | $4,762-79.8% |
| Participant deferral / active EE | $3,017 | $4,688-35.6% | $3,899-22.6% | $5,850-48.4% |
| Admin fee / account holder | $217 | $6,241-96.5% | $4,912-95.6% | $11,596-98.1% |