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 | $28,275 | $109,327-74.1% | $89,391-68.4% | $158,922-82.2% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 23.30% | 345.68%-322.4pp | 245.62%-222.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $797 | $3,170-74.9% | $2,586-69.2% | $4,761-83.3% |
| Participant deferral / active EE | $2,554 | $4,598-44.4% | $3,890-34.3% | $5,982-57.3% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |