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 | $34,521 | $45,035-23.3% | $62,995-45.2% | $70,131-50.8% |
| Participation rate | 48.3% | 69.5%-21.2pp | 74.8%-26.5pp | 69.5%-21.3pp |
| Annual return | 18.12% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $747 | $2,051-63.6% | $2,759-72.9% | $2,342-68.1% |
| Participant deferral / active EE | $3,009 | $2,465+22.1% | $3,329-9.6% | $3,332-9.7% |
| Admin fee / account holder | $211 | $2,834-92.6% | $3,600-94.1% | $4,645-95.5% |