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 | $33,578 | $80,968-58.5% | $96,544-65.2% | $75,163-55.3% |
| Participation rate | 48.1% | 71.8%-23.7pp | 76.0%-27.9pp | 67.2%-19.1pp |
| Annual return | 16.66% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $806 | $2,282-64.7% | $2,965-72.8% | $2,670-69.8% |
| Participant deferral / active EE | $1,953 | $3,928-50.3% | $4,851-59.7% | $4,125-52.7% |
| Admin fee / account holder | $14 | $6,724-99.8% | $8,252-99.8% | $5,651-99.8% |