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 | $30,322 | $104,251-70.9% | $91,001-66.7% | $147,584-79.5% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.6%-55.6pp | 82.8%-62.8pp |
| Annual return | 14.80% | 27.06%-12.3pp | 4.60%+10.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $751 | $3,116-75.9% | $2,456-69.4% | $4,876-84.6% |
| Participant deferral / active EE | $1,138 | $4,195-72.9% | $3,547-67.9% | $5,439-79.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |