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 | $38,635 | $91,190-57.6% | $178,490-78.4% | $79,858-51.6% |
| Participation rate | 40.8% | 69.2%-28.4pp | 81.9%-41.1pp | 69.6%-28.8pp |
| Annual return | 16.79% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $644 | $3,256-80.2% | $5,011-87.1% | $2,471-73.9% |
| Participant deferral / active EE | $2,422 | $3,236-25.2% | $5,202-53.4% | $3,740-35.3% |
| Admin fee / account holder | $215 | $6,751-96.8% | $13,984-98.5% | $5,306-96.0% |