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 | $12,982 | $102,966-87.4% | $90,281-85.6% | $152,861-91.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 22.20% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $366 | $3,139-88.3% | $2,854-87.2% | $4,762-92.3% |
| Participant deferral / active EE | $913 | $4,281-78.7% | $3,885-76.5% | $5,850-84.4% |
| Admin fee / account holder | $50 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |