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 | $26,283 | $106,890-75.4% | $84,015-68.7% | $152,861-82.8% |
| Participation rate | 45.0% | 75.2%-30.2pp | 69.0%-24.0pp | 82.4%-37.4pp |
| Annual return | 23.82% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $473 | $2,734-82.7% | $1,983-76.2% | $4,762-90.1% |
| Participant deferral / active EE | $1,414 | $4,011-64.8% | $3,239-56.3% | $5,850-75.8% |
| Admin fee / account holder | $24 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |