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 | $36,030 | $90,503-60.2% | $78,689-54.2% | $273,961-86.8% |
| Participation rate | 27.3% | 76.5%-49.2pp | 73.6%-46.3pp | 83.0%-55.7pp |
| Annual return | 3.83% | 75.60%-71.8pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $410 | $3,176-87.1% | $2,851-85.6% | $4,869-91.6% |
| Participant deferral / active EE | $504 | $3,901-87.1% | $3,517-85.7% | $5,287-90.5% |
| Admin fee / account holder | $37 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |