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 | $22,990 | $58,208-60.5% | $81,812-71.9% | $80,856-71.6% |
| Participation rate | 65.9% | 63.4%+2.4pp | 72.3%-6.5pp | 67.6%-1.8pp |
| Annual return | 13.40% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $905 | $2,340-61.3% | $2,912-68.9% | $2,755-67.2% |
| Participant deferral / active EE | $902 | $3,281-72.5% | $4,319-79.1% | $4,296-79.0% |
| Admin fee / account holder | $3 | $4,981-99.9% | $7,386-100.0% | $6,918-100.0% |