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 | $35,158 | $90,600-61.2% | $79,464-55.8% | $135,375-74.0% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | 1.33% | 977.43%-976.1pp | 718.14%-716.8pp | 519.73%-518.4pp |
| Employer contribution / active EE | $710 | $3,068-76.9% | $2,800-74.6% | $4,779-85.1% |
| Participant deferral / active EE | $934 | $4,050-76.9% | $3,704-74.8% | $5,609-83.4% |
| Admin fee / account holder | $93 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |