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 | $34,810 | $91,037-61.8% | $71,671-51.4% | $147,584-76.4% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 17.12% | 20.48%-3.4pp | 20.65%-3.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $618 | $3,327-81.4% | $2,460-74.9% | $4,876-87.3% |
| Participant deferral / active EE | $1,545 | $4,498-65.7% | $3,438-55.1% | $5,439-71.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |