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 | $23,185 | $96,635-76.0% | $86,612-73.2% | $139,434-83.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 22.24% | 106.41%-84.2pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $424 | $3,263-87.0% | $3,022-86.0% | $4,751-91.1% |
| Participant deferral / active EE | $1,469 | $4,836-69.6% | $4,438-66.9% | $6,710-78.1% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |