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 | $27,579 | $81,248-66.1% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-45.9pp | 67.6%-35.4pp |
| Annual return | 12.25% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $431 | $3,100-86.1% | $4,672-90.8% | $2,755-84.3% |
| Participant deferral / active EE | $1,559 | $3,452-54.8% | $5,626-72.3% | $4,296-63.7% |
| Admin fee / account holder | $5 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |