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 | $42,043 | $101,069-58.4% | $81,478-48.4% | $147,584-71.5% |
| Participation rate | 29.4% | 74.5%-45.0pp | 68.0%-38.5pp | 82.8%-53.4pp |
| Annual return | 17.68% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $266 | $3,205-91.7% | $2,568-89.6% | $4,876-94.5% |
| Participant deferral / active EE | $539 | $4,242-87.3% | $3,537-84.8% | $5,439-90.1% |
| Admin fee / account holder | $117 | $5,812-98.0% | $4,561-97.4% | $10,885-98.9% |