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 | $30,395 | $117,381-74.1% | $99,443-69.4% | $152,861-80.1% |
| Participation rate | 58.8% | 77.5%-18.7pp | 73.8%-15.0pp | 82.4%-23.6pp |
| Annual return | 21.61% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $678 | $3,013-77.5% | $2,540-73.3% | $4,762-85.8% |
| Participant deferral / active EE | $2,022 | $4,086-50.5% | $3,619-44.1% | $5,850-65.4% |
| Admin fee / account holder | $201 | $7,631-97.4% | $6,250-96.8% | $11,596-98.3% |