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 | $39,383 | $49,915-21.1% | $154,803-74.6% | $74,304-47.0% |
| Participation rate | 19.0% | 54.0%-34.9pp | 78.1%-59.0pp | 60.3%-41.3pp |
| Annual return | 12.95% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $596 | $1,611-63.0% | $4,305-86.1% | $2,241-73.4% |
| Participant deferral / active EE | $1,099 | $2,255-51.3% | $5,540-80.2% | $3,767-70.8% |
| Admin fee / account holder | $43 | $2,189-98.0% | $14,329-99.7% | $2,969-98.6% |