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 | $21,736 | $93,346-76.7% | $71,796-69.7% | $273,961-92.1% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 9.04% | 130.39%-121.3pp | 78.04%-69.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $799 | $2,733-70.8% | $1,924-58.5% | $4,869-83.6% |
| Participant deferral / active EE | $1,992 | $3,475-42.7% | $2,794-28.7% | $5,287-62.3% |
| Admin fee / account holder | $20 | $6,571-99.7% | $4,815-99.6% | $10,132-99.8% |