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 | $30,024 | $99,341-69.8% | $84,750-64.6% | $273,961-89.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 13.93% | 22.93%-9.0pp | 22.78%-8.8pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,317 | $4,214-68.7% | $3,574-63.1% | $4,869-72.9% |
| Participant deferral / active EE | $2,414 | $4,269-43.4% | $3,712-35.0% | $5,287-54.3% |
| Admin fee / account holder | $290 | $6,644-95.6% | $5,332-94.6% | $10,132-97.1% |