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 | $35,137 | $86,286-59.3% | $111,297-68.4% | $85,850-59.1% |
| Participation rate | 53.1% | 73.3%-20.2pp | 77.3%-24.2pp | 69.3%-16.2pp |
| Annual return | 15.92% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,074 | $3,641-43.0% | $4,487-53.8% | $3,952-47.5% |
| Admin fee / account holder | $200 | $8,188-97.6% | $7,964-97.5% | $6,260-96.8% |