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 | $27,677 | $39,019-29.1% | $80,716-65.7% | $85,850-67.8% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 17.58% | 26.27%-8.7pp | 87.28%-69.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $522 | $722-27.7% | $1,160-55.0% | $2,565-79.6% |
| Participant deferral / active EE | $2,853 | $1,326+115.2% | $2,146+32.9% | $3,952-27.8% |
| Admin fee / account holder | $123 | $2,431-94.9% | $3,380-96.4% | $6,260-98.0% |