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 | $38,593 | $54,762-29.5% | $90,281-57.3% | $72,985-47.1% |
| Participation rate | 64.7% | 65.1%-0.4pp | 73.3%-8.6pp | 69.5%-4.8pp |
| Annual return | 20.76% | 30.63%-9.9pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $257 | $2,092-87.7% | $2,854-91.0% | $2,440-89.5% |
| Participant deferral / active EE | $3,915 | $2,887+35.6% | $3,885+0.8% | $3,607+8.5% |
| Admin fee / account holder | $10 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |