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 | $38,538 | $65,685-41.3% | $57,179-32.6% | $273,961-85.9% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 1.61% | 21.99%-20.4pp | 14.59%-13.0pp | 41.45%-39.8pp |
| Employer contribution / active EE | $393 | $3,279-88.0% | $2,682-85.3% | $4,869-91.9% |
| Participant deferral / active EE | $856 | $3,782-77.4% | $3,096-72.3% | $5,287-83.8% |
| Admin fee / account holder | $23 | $4,835-99.5% | $3,139-99.3% | $10,132-99.8% |