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 | $48,327 | $63,346-23.7% | $92,233-47.6% | $70,131-31.1% |
| Participation rate | 46.9% | 68.7%-21.8pp | 76.5%-29.6pp | 69.5%-22.7pp |
| Annual return | 21.10% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $871 | $2,471-64.8% | $3,679-76.3% | $2,342-62.8% |
| Participant deferral / active EE | $2,794 | $2,854-2.1% | $3,897-28.3% | $3,332-16.1% |
| Admin fee / account holder | $123 | $3,840-96.8% | $5,194-97.6% | $4,645-97.4% |