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 | $22,632 | $54,762-58.7% | $90,281-74.9% | $72,985-69.0% |
| Participation rate | 22.2% | 65.1%-42.9pp | 73.3%-51.0pp | 69.5%-47.3pp |
| Annual return | 25.62% | 30.63%-5.0pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $363 | $2,092-82.7% | $2,854-87.3% | $2,440-85.1% |
| Participant deferral / active EE | $862 | $2,887-70.1% | $3,885-77.8% | $3,607-76.1% |
| Admin fee / account holder | $38 | $3,972-99.1% | $5,351-99.3% | $5,124-99.3% |