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 | $27,246 | $61,605-55.8% | $112,229-75.7% | $75,163-63.8% |
| Participation rate | 42.1% | 61.7%-19.6pp | 72.4%-30.3pp | 67.2%-25.1pp |
| Annual return | 19.37% | 28.47%-9.1pp | 30.20%-10.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $766 | $2,015-62.0% | $3,430-77.7% | $2,670-71.3% |
| Participant deferral / active EE | $1,292 | $3,108-58.4% | $4,798-73.1% | $4,125-68.7% |
| Admin fee / account holder | $66 | $4,862-98.7% | $7,748-99.2% | $5,651-98.8% |