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 | $42,253 | $70,428-40.0% | $96,562-56.2% | $85,850-50.8% |
| Participation rate | 48.0% | 61.8%-13.8pp | 69.8%-21.8pp | 69.3%-21.3pp |
| Annual return | 11.34% | 18.59%-7.3pp | 37.78%-26.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $283 | $1,413-80.0% | $2,356-88.0% | $2,565-89.0% |
| Participant deferral / active EE | $1,889 | $2,894-34.7% | $3,849-50.9% | $3,952-52.2% |
| Admin fee / account holder | $245 | $4,997-95.1% | $6,181-96.0% | $6,260-96.1% |