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 | $23,904 | $69,207-65.5% | $64,056-62.7% | $139,434-82.9% |
| Participation rate | 45.0% | 75.6%-30.6pp | 72.3%-27.3pp | 80.3%-35.3pp |
| Annual return | 12.01% | 45.88%-33.9pp | 33.69%-21.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $797 | $3,182-75.0% | $2,747-71.0% | $4,751-83.2% |
| Participant deferral / active EE | $1,060 | $4,682-77.4% | $3,880-72.7% | $6,710-84.2% |
| Admin fee / account holder | $98 | $4,244-97.7% | $3,068-96.8% | $11,403-99.1% |