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 | $32,263 | $96,635-66.6% | $86,612-62.7% | $139,434-76.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 21.40% | 106.41%-85.0pp | 591.07%-569.7pp | 372.94%-351.5pp |
| Employer contribution / active EE | $685 | $3,263-79.0% | $3,022-77.3% | $4,751-85.6% |
| Participant deferral / active EE | $2,157 | $4,836-55.4% | $4,438-51.4% | $6,710-67.9% |
| Admin fee / account holder | $59 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |