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 | $41,813 | $54,541-23.3% | $78,778-46.9% | $70,131-40.4% |
| Participation rate | 14.0% | 60.8%-46.8pp | 69.2%-55.2pp | 69.5%-55.6pp |
| Annual return | 17.48% | 21.07%-3.6pp | 35.62%-18.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $443 | $1,089-59.3% | $1,986-77.7% | $2,342-81.1% |
| Participant deferral / active EE | $984 | $2,210-55.5% | $2,958-66.7% | $3,332-70.5% |
| Admin fee / account holder | $11 | $3,709-99.7% | $5,134-99.8% | $4,645-99.8% |