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 | $25,512 | $77,899-67.3% | $149,673-83.0% | $75,163-66.1% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $712 | $3,137-77.3% | $4,818-85.2% | $2,670-73.3% |
| Participant deferral / active EE | $1,398 | $3,411-59.0% | $5,680-75.4% | $4,125-66.1% |
| Admin fee / account holder | $206 | $5,956-96.5% | $13,210-98.4% | $5,651-96.4% |