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 | $21,262 | $85,022-75.0% | $70,515-69.8% | $139,434-84.8% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 21.70% | 30.38%-8.7pp | 32.77%-11.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $770 | $3,909-80.3% | $2,973-74.1% | $4,751-83.8% |
| Participant deferral / active EE | $2,717 | $5,890-53.9% | $4,567-40.5% | $6,710-59.5% |
| Admin fee / account holder | $167 | $8,906-98.1% | $6,412-97.4% | $11,403-98.5% |