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 | $28,582 | $91,190-68.7% | $178,490-84.0% | $79,858-64.2% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 20.93% | 24.19%-3.3pp | 151.07%-130.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $723 | $3,256-77.8% | $5,011-85.6% | $2,471-70.7% |
| Participant deferral / active EE | $1,410 | $3,236-56.4% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $9 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |