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 | $33,373 | $85,766-61.1% | $136,294-75.5% | $70,131-52.4% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 37.45% | 31.45%+6.0pp | 5155.94%-5118.5pp | 73.14%-35.7pp |
| Employer contribution / active EE | $894 | $2,966-69.9% | $4,695-81.0% | $2,342-61.8% |
| Participant deferral / active EE | $3,579 | $5,051-29.1% | $6,247-42.7% | $3,332+7.4% |
| Admin fee / account holder | $70 | $5,420-98.7% | $9,243-99.2% | $4,645-98.5% |