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 | $41,764 | $226,064-81.5% | $182,532-77.1% | $152,861-72.7% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.4%-38.0pp |
| Annual return | 18.45% | 192.51%-174.1pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $942 | $4,978-81.1% | $4,076-76.9% | $4,762-80.2% |
| Participant deferral / active EE | $2,146 | $6,368-66.3% | $5,524-61.2% | $5,850-63.3% |
| Admin fee / account holder | $190 | $10,703-98.2% | $8,592-97.8% | $11,596-98.4% |