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 | $29,136 | $109,881-73.5% | $150,045-80.6% | $84,808-65.6% |
| Participation rate | 67.2% | 76.1%-8.8pp | 82.3%-15.1pp | 68.3%-1.1pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $932 | $3,561-73.8% | $4,693-80.1% | $2,631-64.6% |
| Participant deferral / active EE | $4,047 | $6,636-39.0% | $7,997-49.4% | $4,212-3.9% |
| Admin fee / account holder | $233 | $8,568-97.3% | $13,435-98.3% | $7,344-96.8% |