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 | $44,229 | $52,279-15.4% | $89,391-50.5% | $79,858-44.6% |
| Participation rate | 28.6% | 57.5%-29.0pp | 68.0%-39.4pp | 69.6%-41.1pp |
| Annual return | 24.13% | 22.16%+2.0pp | 245.62%-221.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $670 | $1,572-57.4% | $2,586-74.1% | $2,471-72.9% |
| Participant deferral / active EE | $1,378 | $2,740-49.7% | $3,890-64.6% | $3,740-63.2% |
| Admin fee / account holder | $15 | $3,356-99.5% | $4,881-99.7% | $5,306-99.7% |