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 | $43,075 | $117,841-63.4% | $102,423-57.9% | $145,922-70.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 10.56% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $986 | $3,615-72.7% | $3,023-67.4% | $4,660-78.8% |
| Participant deferral / active EE | $2,587 | $5,731-54.9% | $5,053-48.8% | $6,688-61.3% |
| Admin fee / account holder | $98 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |