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 | $21,494 | $35,183-38.9% | $73,545-70.8% | $70,131-69.4% |
| Participation rate | 27.0% | 42.9%-15.9pp | 54.9%-27.9pp | 69.5%-42.6pp |
| Annual return | 20.37% | 26.90%-6.5pp | -15.16%+35.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $606 | $709-14.5% | $1,219-50.3% | $2,342-74.1% |
| Participant deferral / active EE | $2,137 | $1,220+75.2% | $1,806+18.3% | $3,332-35.9% |
| Admin fee / account holder | $92 | $2,302-96.0% | $2,320-96.0% | $4,645-98.0% |