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 | $22,816 | $117,381-80.6% | $99,443-77.1% | $152,861-85.1% |
| Participation rate | 42.9% | 77.5%-34.7pp | 73.8%-31.0pp | 82.4%-39.6pp |
| Annual return | 15.77% | 31.87%-16.1pp | 30.72%-15.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $624 | $3,013-79.3% | $2,540-75.4% | $4,762-86.9% |
| Participant deferral / active EE | $894 | $4,086-78.1% | $3,619-75.3% | $5,850-84.7% |
| Admin fee / account holder | $98 | $7,631-98.7% | $6,250-98.4% | $11,596-99.2% |