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 | $23,095 | $45,073-48.8% | $69,455-66.7% | $72,985-68.4% |
| Participation rate | 63.8% | 68.5%-4.7pp | 74.6%-10.8pp | 69.5%-5.7pp |
| Annual return | 25.34% | 22.65%+2.7pp | 28.97%-3.6pp | 81.00%-55.7pp |
| Employer contribution / active EE | $413 | $2,054-79.9% | $2,779-85.1% | $2,440-83.1% |
| Participant deferral / active EE | $1,720 | $2,602-33.9% | $3,535-51.4% | $3,607-52.3% |
| Admin fee / account holder | $181 | $3,056-94.1% | $3,839-95.3% | $5,124-96.5% |