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 | $37,006 | $65,376-43.4% | $87,100-57.5% | $65,185-43.2% |
| Participation rate | 32.7% | 75.3%-42.6pp | 76.9%-44.2pp | 70.2%-37.5pp |
| Annual return | 20.83% | 31.27%-10.4pp | 28.19%-7.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $555 | $1,822-69.5% | $2,521-78.0% | $2,177-74.5% |
| Participant deferral / active EE | $1,848 | $3,388-45.4% | $4,049-54.3% | $3,514-47.4% |
| Admin fee / account holder | $51 | $520-90.2% | $7,497-99.3% | $847-94.0% |