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 | $14,580 | $43,075-66.2% | $74,583-80.5% | $62,891-76.8% |
| Participation rate | 8.8% | 58.1%-49.3pp | 68.1%-59.3pp | 69.3%-60.5pp |
| Annual return | 27.31% | 17.50%+9.8pp | 20.47%+6.8pp | 20.14%+7.2pp |
| Employer contribution / active EE | $502 | $1,498-66.5% | $2,525-80.1% | $2,281-78.0% |
| Participant deferral / active EE | $781 | $2,389-67.3% | $3,458-77.4% | $3,203-75.6% |
| Admin fee / account holder | $21 | $2,840-99.2% | $4,138-99.5% | $4,296-99.5% |