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 | $32,222 | $101,069-68.1% | $81,478-60.5% | $147,584-78.2% |
| Participation rate | 23.5% | 74.5%-50.9pp | 68.0%-44.4pp | 82.8%-59.3pp |
| Annual return | 12.00% | 32.40%-20.4pp | 38.78%-26.8pp | 578.55%-566.6pp |
| Employer contribution / active EE | $424 | $3,205-86.8% | $2,568-83.5% | $4,876-91.3% |
| Participant deferral / active EE | $2,771 | $4,242-34.7% | $3,537-21.7% | $5,439-49.1% |
| Admin fee / account holder | $136 | $5,812-97.7% | $4,561-97.0% | $10,885-98.7% |