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 | $19,661 | $114,381-82.8% | $107,525-81.7% | $142,382-86.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 25.38% | 242.71%-217.3pp | 181.32%-155.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $886 | $4,015-77.9% | $3,754-76.4% | $4,299-79.4% |
| Participant deferral / active EE | $1,771 | $5,564-68.2% | $5,116-65.4% | $6,507-72.8% |
| Admin fee / account holder | $160 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |