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 | $43,713 | $76,552-42.9% | $123,892-64.7% | $62,891-30.5% |
| Participation rate | 52.9% | 73.0%-20.0pp | 81.4%-28.5pp | 69.3%-16.4pp |
| Annual return | 9.10% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,602 | $2,883-9.7% | $4,617-43.6% | $2,281+14.1% |
| Participant deferral / active EE | $2,944 | $4,840-39.2% | $5,984-50.8% | $3,203-8.1% |
| Admin fee / account holder | $85 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |