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 | $36,369 | $165,912-78.1% | $122,332-70.3% | $147,584-75.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 13.94% | 34.55%-20.6pp | 30.27%-16.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $419 | $5,754-92.7% | $4,050-89.7% | $4,876-91.4% |
| Participant deferral / active EE | $3,453 | $4,005-13.8% | $3,287+5.0% | $5,439-36.5% |
| Admin fee / account holder | $10 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |