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 | $28,676 | $58,927-51.3% | $76,817-62.7% | $72,985-60.7% |
| Participation rate | 42.7% | 67.3%-24.7pp | 72.1%-29.4pp | 69.5%-26.8pp |
| Annual return | 23.95% | 2305.64%-2281.7pp | 1166.11%-1142.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $775 | $1,787-56.6% | $2,302-66.3% | $2,440-68.2% |
| Participant deferral / active EE | $2,260 | $2,690-16.0% | $3,336-32.3% | $3,607-37.4% |
| Admin fee / account holder | $294 | $4,013-92.7% | $6,420-95.4% | $5,124-94.3% |